Wachovia Securities

The Forbes & Thompson Investment Group of Wachovia Securities

 

Your Goals Are Our Focus!

Our Mission is to help you live the one life you have in the best way you can without undue financial sacrifice or overexposure to risk.

The Forbes – Thompson Investment Group of Wachovia Securities provides comprehensive wealth management services to individuals and organizations.  Through investment, retirement, and estate planning, we help our clients meet their objectives without undue sacrifice or risk by helping provide complex solutions.

The Client Experience is our total focus.  We provide comprehensive planning and investment management with regular reviews.  Our planning system is able to track your progress towards meeting your goals daily, and we chart your progress monthly.  Our customized personal benchmarking, which is tailored around the attainment of your objectives, has been found to be considerably more useful than using an index or group of indexes.  Because the success of the stock indexes (S&P, Dow, Russell, etc.) may not be in tune with your objectives, we create a benchmark that is tailored to your own goals and evaluated based upon your own success in achieving your goals. 

 

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

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