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Financial Planning

Building Financial Confidence for Every Stage of Life

Understanding your personal financial goals is the first step to designing a strategy that becomes the foundation on which financial success is built.

During the financial planning process we:

  • Seek to understand what’s important to you and your family or business
  • Engage in an interactive development process during which we evaluate different scenarios and arrive at a plan that is customized to you
  • Understand that assembling the plan is not a one-time event, but the focal point of our relationship.

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Working with you to develop a plan for success, we integrate:

We take a life goal approach to planning. We want to uncover your specific life goals and needs so we can best develop a strategy that will deliver accordingly. Our team will work with you to develop an Investment Policy Statement and customize a portfolio just for you.
Accumulating or distributing retirement assets needs a plan. We will help you understand distribution options and ways to take them efficiently. Together, we will craft a strategy to ensure retirement assets are aligned with your goals and are tax efficient.
We work with clients to build investment and income strategies that are focused on tax efficiency. Savings and distribution strategies can impact taxes today and tomorrow. We look to help balance the tax impact of goal funding.
We will help you make sense of the complexities and look for strategies to help preserve and protect your legacy. We can work with your attorney to design an estate planning strategy consistent with your goals. Following through on the estate can be difficult, and we can assist you in this process.
Working with a financial planner, you can create a plan to support organizations that align with your values. Our team helps you develop goals for your giving, identify charities to support and consider the financial ramifications.
Whether you’ve built your wealth or are on the way to accumulating assets, managing risks is important. Personal, professional or business liabilities can expose your personal assets. We help identify where those risks exist and develop solutions to help fill those gaps. Protecting income and providing for family is vital to reaching family financial goals. We look for ways to make it happen.
Executive compensation can present many opportunities to grow your wealth. We can help you develop a strategy to maximize your benefits. There are many ways executive compensation can be leveraged to meet income, legacy and philanthropic goals. We work with you to identify those opportunities and the best way to meet those wishes.


Let's Build Your Financial Future Together

Financial planning can bring clarity and harmony to all areas of your personal financial life. It becomes a reflective process to assist you and your family to make better financial decisions.

Our team of financial planners will work closely with you to design a comprehensive plan to set you off on your financial journey. They will review your plan on a regular basis to track progress, address any obstacles and assess new opportunities.


Are you a business owner?

Business owners need a strong banking partner to sustain growth, address risks and develop strategies for the future.

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Disclosure

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates and are subject to risks including the possible loss of principal.

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