Wachovia Securities

Making a difference in the lives of people who entrust their financial futures to our care.

Woodmansee Wealth Management Group of Wachovia Securities provides a highly personalized approach to managing three key areas instrumental to your financial success– accumulation of wealth, preservation of resources, and transference of assets.

Backed by the vast resources of the nation’s third-largest* full service retail brokerage firm, we offer a complete range of financial services. From investment plan design to retirement planning and estate reviews, our team is focused on your financial future.

Our business requires an in-depth understanding of each client’s financial assets, risk tolerances, investment experiences, time horizons, concerns, and expectations. We know that in order to create lasting relationships, we must do more than just manage assets. We must also act in an advisory capacity, where ongoing education and communication are integral parts of the advisor-client commitment.

Take the time--focus on yourself--allow us to help you meet your needs and fulfill your dreams.

*Based on client assets as of September 2007
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

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