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BOB外围平台 Wealth Tracker

Get your full financial picture and more with our all new application.

BOB外围平台 Wealth Tracker can help you:

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BOB外围平台 Access

After serving our clients well for more than 15 years, BOB外围平台 Access is headed toward retirement.

Its replacement – BOB外围平台 Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of BOB外围平台 Access.

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Wealth Planning

Personalized Strategies Through Holistic Planning

Financial and wealth planning

At BOB外围平台, we understand that each of our clients has a unique set of circumstances that shapes his or her financial goals and objectives. These goals and objectives cannot be addressed through cookie-cutter solutions. Working together with the BOB外围平台 Financial Advisor, the Wealth Planning Department takes the time to understand each client’s story, so that we can more effectively implement our services to develop personalized strategies. Our holistic approach to wealth planning leverages the knowledge and expertise of our firm’s experienced professionals to address all aspects of a client’s financial situation.

Financial Planning

Our team of financial planning professionals will work closely with the client and his or her BOB外围平台 Financial Advisor to generate a comprehensive wealth management plan. Clients can use this plan as a roadmap to help ensure they stay on track toward achieving their financial goals. Topics considered throughout the financial planning process include asset allocation, education funding, and retirement planning.

Estate & Tax Planning

Our team of estate planning professionals will guide the client through the intricacies and complexities of the estate planning process. By providing the client with an in-depth analysis of his or her existing estate plan, we will identify strategies for the client to discuss with a local estate planning attorney. Our team of tax planning professionals will help the client navigate federal and state income tax laws. By analyzing the client’s tax returns from the last two years, we will identify proactive tax planning ideas for the client to discuss with a local tax advisor.

Insurance & Annuity Solutions

Our team of insurance and annuity professionals will help the client protect against some of the pitfalls he or she may encounter on the path to financial success. By evaluating the client’s existing policies and individual needs, we will develop a customized insurance and annuity program that is adequate, efficient, and cost-effective.

Social Security & Medicare

Our team of financial planning professionals will help the client determine when and how to claim his or her Social Security and Medicare benefits. As part of this process, we will create a Social Security report that demonstrates the client’s optimal claiming strategy.

Everybody has a story. Through our holistic approach to wealth planning, we strive to help every client make financial success a part of theirs.