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Financial Planning Services

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 and financial goals. Contact us to discuss creating a personalized, comprehensive plan or get started with one of the financial planning tools below.

Your Retirement Check-Up

Use this tool whether you’re just starting or verifying an existing plan

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Preparing for Education Costs

Start planning for the cost of college and grad school for you, your kids, or your grandkids.

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Managing wealth is a multi-faceted process involving wealth planning, investment and risk management, and tax and estate planning. Our private bankers work with a team of professionals within BBVA Compass Global Wealth, and they work with you and your legal or tax advisors to bring the elements together to create your integrated wealth management strategy.

Links to third party sites are provided for your convenience and do not constitute an endorsement. BBVA Compass does not provide, is not responsible for, and does not guarantee the products, services or overall content available at third party sites. These sites may not have the same privacy, security or accessibility standards.

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 is offered through Compass Bank.

Insurance products are offered through BBVA Compass Insurance Agency, Inc., an affiliate of Compass Bank.

Investment advisory services are offered through BBVA Wealth Solutions, Inc., a registered investment adviser, an affiliate of Compass Bank and a member of the BBVA Group.

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