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Personal Financial Planning

Busy lifestyles and multiple priorities make successful investing more challenging than ever. In today’s complex and ever changing financial marketplace, it’s important to take a team approach to preparing for your financial future.

With the expertise of Wadley Financial Group, preparing for your financial future can help make success more achievable.

There are many aspects to an individual’s proper financial planning life.  We follow a precise process in order to be successful in accomplishing the financial goals and objectives of our clients:

Retirement
Planning
Careful and precise gathering of information for in-depth analysis of an individual’s current financial strength.  Assist an individual with the proper and most tax-efficient way of rolling their 401k account into a tax-deferred IRA account.  Help determine how much is needed to retire comfortably. Manage assets before and during retirement.

Tax
Management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate
Planning
Helping preserve your estate for your intended heirs.  Wealth management for individuals and trusts or foundations.  Reduce exposure to estate taxes and probate costs. Coordinate with your tax and legal advisors.

Risk
Management

 

Evaluating and structuring proper life insurance planning for income replacement or trust funding. Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. Protecting your income and assets through proper placement of long-term care and disability coverage.

Education
Funding

 

Recommending investment and accumulation strategies to help you pay for your children's or grandchildren's education using vehicles such as:

    • 529 Plans
    • UGMA/UTMA’s
    • Coverdell Education Savings Plans

Investment
Planning

 

Develop proper asset allocation through the use of:

    • Mutual Funds
    • Stocks
    • Bonds
    • Variable & Fixed Annuities
    • Unit Investment Trusts
    • REITS

We’ll help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you reach and exceed your financial goals and objectives.

Once the plan and strategy is put into place, it then becomes very important to continue to have on-going reviews and track the individual's financial progress while monitoring for any adjustments due to life changes.

Downloadable Financial Profile


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P: 678-551-6400 | F: 678-551-6401 Lisa@wadleyfinancialgroup.com |
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Registered Representative of INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with other entities named.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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