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 retirement. These holistic services are carefully combined and customized to create a financial planning and portfolio management strategy designed to address all your wealth management needs. Something as important as your financial future needs expertise and wisdom and we’re here to help you plan for all aspects of financial success.
It all begins with Retirement Analysis, so we can get a clear picture of your current financial situation, your vision of retirement, and what you want to accomplish along the way — education planning, home purchases, and more. Our advisory services begin with a detailed conversation about you and your desires. From there, our asset managers perform our proprietary retirement analysis, which gives you a clear picture of how your cash flow needs will be met and how your assets will play out over the course of your life. This gives assurance that your comprehensive financial planner can make any adjustments so you can be at peace with your financial decisions in the future.
Our proprietary legacy trust strategy allows you to provide financial security for generations of heirs. The Welch Group’s fee-only financial planning approach equips you with a team of financial experts who specialize in all of the different planning disciplines. They will ensure your estate is passed along just as you wish while minimizing tax liability and government interference.
We proactively work with you and your CPA to provide tax savings for not only your investment portfolio but also your entire financial outlook. Our comprehensive wealth management planners work hard to ensure that no stone is unturned because we know every dollar contributes to planning for the future..
Planning for your future includes considering all of the variables that come with life. We analyze your finances to see how much can be dedicated to life, disability, and long-term care Insurance.
Chief Financial Officers aren’t just for businesses.
When you think about it, your family functions very much like a business, and we want to be your family’s CFO. Our goal is total asset management: to ensure your assets are in alignment with your cash flow requirements, both now and in the future. We focus on providing income tax oversight, review of your debt and strategies for restructuring (if necessary), strategies for philanthropic giving, long-term investment leadership, and other functions to improve the efficiency of the family business