Wealth Management Services

Wealth Management is essential for investments, estate planning, insurance, retirement, and more. At Womack Investment Advisers, we are an experienced, family-owned team who can help you with the wealth management process and invest in the present and future. Meet our staff to learn more about what we can do for you.

Estate Planning

Trusted, systematic estate planning involves determining how your assets will be used and/or distributed to your heirs. This ensures your estate is managed according to your wishes whenever incapacity or death occurs.

Womack Investment Advisers will outline a strategy to protect you and your beneficiaries from many of the costs, difficulties, and delays associated with settling an estate.

With solid, trusted estate planning, you can be sure wealth accumulated over a lifetime of careful management will be preserved for your heirs and your estate will be secure long into the future.

Insurance Planning

Whether you are protecting your income, home, or life, effective insurance planning can keep you adequately protected in case of an accident, illness, or other situations that could adversely affect your financial wellbeing.

Womack Investment Advisers has a commitment to effective insurance planning, directing you toward the type and level of coverage you need and away from what you don’t. We can advise you in obtaining the best type of coverage for your situation. We will guide you carefully as you determine the insurance levels that will offer you the best, worry-free coverage for your family and estate.

Integrated Planning

Womack Investment Advisers possesses the tools needed to assist you in seeing your financial picture as a whole. Having a comprehensive, integrated financial plan will allow you, the customer, to take control of your situation and have less financial stress and worry.

We will help you see how each aspect of your portfolio can affect everything else—how planning for your retirement, for instance, might affect your tax and estate planning.

Through our expertise, we can make sure all the pieces are coordinated and work in concert so your financial dreams are realized and you can achieve a feeling of genuine security. Our mission is to help you meet your life's goals.

Investment Planning

Womack Investment Advisers offers a disciplined, carefully determined approach to your investment planning process in order to help you achieve your overall investment planning goals.

We begin by laying the groundwork for success by determining your individual needs and goals. Then we carefully construct a dynamic, sensible portfolio to balance them.

We help you assess your risk tolerance and overall financial situation; then guide you in constructing a portfolio coupled with a suitable risk management plan to counter today’s tumultuous, unpredictable stock and fund markets.

Over the years, this solid investment planning approach has proven very effective, resulting in high levels of client satisfaction.

Retirement Planning

Regardless of your age, now is the time to begin careful planning for those “golden years” of retirement, particularly in light of today’s rapidly changing and unpredictable workplace.

Womack Investments Advisers can guide you through the maze of retirement considerations, helping you understand the ramifications and possibilities of 401(k) investment limits, Roth IRAs, individual investments, savings, pensions, Social Security, healthcare needs, early-retirement opportunities, and individual lifestyles.

Womack Investment Advisers takes seriously its fiduciary responsibility and will help you maximize the retirement benefits you already have. Careful retirement planning will determine how much is “enough” for a worry-free retirement.

Tax Planning

Planning for tax day—April 15th—may be the most important aspect of good financial planning. Womack Investment Advisers has the expertise to help you deal with your tax situation carefully and intelligently, locating and helping you take advantage of any tax breaks the IRS allows.

Our effective, personalized approach will guide you through IRS forms, regulations, and requirements, taking into account tax credits, deductions, contributions, medical expenses, and life changes. We will help you develop a good tax-planning strategy to help ease your tax burden and maximize your chances for a significant refund.

Learn More About the Wealth Management Process

Based on your personal needs, we will devise a plan and compile a personal analysis. We'll find a solution and strategy for every aspect of your financial planning through our wealth management process. We will provide you with comprehensive reports so that you can see the results firsthand.

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