Banks Wealth Management LLC is a comprehensive financial planning firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Services, Estate Planning, Retirement Planning, Insurance and a full range of Corporate Benefit Plans. Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Services
Banks Wealth Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call.
As a comprehensive, independent financial advisory firm, Banks Wealth Management LLC specializes in customizing plans for your unique financial planning, retirement planning and insurance needs. In creating your road map for financial security and independence, we strive to set up efficient investment processes-rather than chasing the market and trying to hit financial home runs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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Alex Danson
Sep 20, 2012
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