Enriching the lives of our clients by focusing on what’s important to them.
When you work with financial advisors, you’re trusting them with some of the most important aspects of your life: your family, your money, and your future. You need to have absolute confidence in their knowledge, expertise, and experience. And you expect them to be properly trained, credentialed, and certified.
Retirement Planning . Business Planning . Tax Planning . Estate Planning . Charitable Planning . Education Planning . Stock Options . Investments . Healthcare . Social Security . Life Insurance . P & C Insurance . Long Term Care Insurance . Disability Insurance . Fraud/ID Theft Protection
Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. The Welch Group does not serve as a law firm, certified public accounting firm, nor an insurance agency. The Welch Group does not prepare legal documents or tax returns, nor does it sell insurance products.
There is no one particular investment strategy that is appropriate for all investors. The optimal portfolio will depend on the amount and timing of cash flow needs, tax considerations, regulatory…
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During our 35 years of serving clients in Birmingham, Alabama and beyond, we have developed a financial planning and wealth management toolset to help you plan for your future and…
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