Planning Service

Do you know exactly how much money it is going to take for you to be able to retire comfortably and to remain comfortably retired?

Understanding your needs and aspirations, then planning for their achievement, are primary ways in which we serve you. We collaborate with your attorney and CPA to help  ensure that all your financial decisions are well coordinated.

We are your go-to financial coordinator guiding you through a proven process to clarify your financial goals and get you on track to meet them. Our personal planning services are extensive and include:

• Asset Allocation
  Asset allocation versus diversification - what's the difference?
• Asset Management
  Discover the benefits of professional asset management.
• Estate Planning
  Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning
  Your financial future is important. Don't trust it to just anyone.
• Retirement Planning
  In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• College Planning
  What will it take to deliver the dream?
• Mortgage Center
  Innovative residential financing options for our investor clients.
• Identity Theft
  The more you know about identity theft, the better you can protect yourself.
• 401(k)
  What to expect from your 401(k) advisor.
• Insurance and Annuities
  Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options
  Strengthen your portfolio without stretching your finances.
• Freedom Account
  Managed accounts with the flexibility to meet your investment goals.
• Investment Banking
  Serving the capital and advisory needs of today's middle-market companies.
• Tax Planning
  Prepare for taxes all year round with this handy reference guide.
• Long Term Care Planning
  Long Term Care Quotes & Education http://johnbahr.ltcclient.com/
• Executive Solutions
  While you are busy managing your company’s future, who is taking care of yours?
• Retirement Projections
  Model ongoing whether income is sufficient in retirement

John Bahr, WMS Branch Manager Contact Us