The Welch Group

Your financial future is just that: yours. On an “as needed” basis, our firm will assist with a wide array of Financial Planning and Wealth Management Issues to help you plan for the future. With personalized family legacy planning from some of the top financial advisors in Birmingham, we are proud to offer:

  1. Financial Statement Development – Organization of assets is key to financial success. We can help you develop important financial statements to ease the stress of investment maintenance and planning.
  2. Cash Flow/Retirement Analysis Review – Whether you’re planning for the future or analyzing current assets and cash flow, we can show you where your finances currently stand and how to best prepare for retirement.
  3. Insurance Planning (Life, Disability, Long Term Care, etc.) – Planning for the future can be made easier when you consider the variables that come from a long, successful life. Analyzing your finances to see how much can be dedicated to Life, Disability, and Long Term Care Insurance can save both your family and your finances from the burden of unexpected budget hits.
  4. Education Planning – Learning how best to save and prepare for college can help you do the most to ensure a good education for your loved ones. We can help you analyze your current projected earnings to invest in your family’s education and future.
  5. Estate Planning (Wills, Powers of Attorney, Health Care Directives) – Securing a financially stable future for your family is a crucial building block to creating sustainable livelihood for your family.
  6. Income Tax Planning – Don’t be blindsided by tax season. Let us help you prepare and get a snapshot of how your assets will hold up next April.
  7. Cash and Debt Management – The key to a stable financial future is responsibly managing debt and creating a healthy and steady cash flow. Let us help you plan for the future while managing your present assets and cash.

*NOTE: Personalized Financial Planning will be performed only after an explicit agreement between the client and Welch Investments is reached, including an estimate of the time required to complete the planning engagement. If you are an Investment Management client, less complex financial planning related issues are often addressed and resolved for no fee.