Financial Planning

For our clients, Montgomery Wealth Management provides financial planning and investment services to help them achieve their investment objectives through a simple 3-step process. First, we develop personal relationships with our customers and review their current situation. Second, we establish and review their short-term and long-term objectives. Third, we implement and regularly monitor a comprehensive financial plan to meet those objectives. Below is a brief summary of our financial planning services:*

Objectives and Needs Assessment Wealth Planning and Implementation Retirement Planning Capital Preservation Portfolio Analysis Asset Allocation Investment Advisory Services Fee Based Investment Management Tax-Sensitive Investing College Savings Programs

*Depending on what customers are trying to achieve, there may be a fee for the financial plan, and other fees may apply.

We offer a No Obligation Consultation for business owners in the Montgomery area. Call us today at 866-895-5333 and ask for Jeff Hinrichs regarding our accounting, tax, and planning services.

Securities and Investment Advisory Services offered through Great American Advisors®, Inc. Branch Office: 380 Mendel Parkway, Montgomery, AL 36117 GAA and Montgomery Wealth Management are not affiliated.

For more information, please fill out the following form and a representative will contact you: