It Pays to Have a Well-Thought Out Financial Plan
Having a financial plan that makes sense for the long-term and strengthens your confidence in the short-term can go a long way towards helping you to achieve your personal wealth management dreams. In fact, studies have found investors with a well developed, written financial plan are likely to accumulate significantly more wealth at retirement than those without plans.1
For our ultra high-net-worth clients, your financial planner has access to the resources and specialists at BBVA Wealth Solutions. BBVA Wealth Solutions offers a broad array of services designed to address both your personal wealth management and business needs. Managing wealth is a multi-faceted process involving wealth planning, investment and risk management, and tax and estate planning. A dedicated wealth manager offers the expertise to work with you and your legal or tax advisors to bring the elements together to create your integrated wealth management strategy.
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
Neither BBVA Compass, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax situation.
Financial Planning services are offered by BBVA Wealth Solutions, Inc., an affiliate of Compass Bank.
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