Wachovia Securities

 Comprehensive Wealth And Life Advisory Services

 We Are Devoted To Your Financial Success! - "Lean On Us, We'll Be There"

Our Mission

To constantly achieve excellence with the financial success of our clients who are always at the forefront of our thought processes and actions.  In doing so, we seek to earn the trust and respect of all our clients and become the most sought after and valued financial advisors in the country.

 

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Finally, It’s For Keeps

The 2006 Pension Protection made tax-free withdrawals from a 529 college savings plan permanent, possibly removing a potential source of uncertainty for families who are using 529 plans to help send their students to college.

Life Insurance Goes to College

Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

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