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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 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 Compass Global Wealth, a group of service specialists within Compass Bank. 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 experience 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 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.

Insurance Products:

Are NOT Deposits Are NOT FDIC Insured
Are NOT Bank Guaranteed May LOSE Value
Are NOT insured by any Federal Government Agency