Establishing and Building Wealth
It is never too soon to begin setting long-term goals and working toward them. We will help you work through the wealth planning process to create a customized plan that aligns your vision with your financial resources.
Studies have found investors with a well developed, written financial plan are likely to have accumulated significantly more wealth at retirement than those without plans.1 We will access the following services to help you be among our many clients who have benefited from a financial plan tailored to their individual goals.
- Banking solutions and credit options
- Financial planning
- Risk management
- Brokerage services
- Individual retirement accounts
- Discretionary investment management services
1 Source: Ameriks, J., Caplin A. and Heahy J. (2003), "Wealth Accumulation and the Propensity to Plan," Quarterly Journal of Economics, 118(3), pp1007-10047
Financial Planning is offered through Compass Bank.
Insurance products are offered through BBVA Compass Insurance Agency, Inc., an affiliate of Compass Bank.
Securities and Insurance Products:
|Are NOT Deposits||Are NOT FDIC Insured|
|Are NOT Bank Guaranteed||May LOSE Value|
|Are NOT insured by any Federal Government Agency|