Searcy, Weems-Scott & Associates
What are your retirement dreams? Sailing? Spending time with family? Golfing with friends? Time at the beach? However you imagine your future, you have one team to take you there - the LPL financial planning team of Searcy, Weems-Scott & Associates. A successful transition into retirement requires more than just "hanging up" that business suit. Searcy, Weems-Scott & Associates delivers the experience and knowledge necessary to help you manage your resources, increase your retirement income and protect the savings you have worked so hard to build. Our advisor team specializes in retirement planning and transitioning from wealth accumulation to strategic wealth distribution. Let us create a customized plan for you. Open communication, timely reviews, quality service... Working towards making your retirement dreams come true.
Retirement Planning Wealth management strategies Income distribution strategies Assessing pension options Asset protection strategies Tax efficient strategies Asset Management (offered through LPL Financial) Fee-based financial plans Portfolio management for individual investors Regular portfolio review Asset allocation strategies reflecting your goals Stock option analysis Investment and strategies include: Individually managed accounts (IMA) Mutual funds Annuities (variable, fixed, immediate) Stocks Bonds 403(b) TSAs Traditional and Roth IRAs 401(k), SIMPLE IRAs, SEP-IRAs 529 College Plans Education IRAs Estate Planning Asset protection against probate, lawsuits, divorce, unnecessary federal and state taxes Tax reduction strategies Charitable trust design and implementation Charitable gifting Review of wills and powers of attorney Trust administration for families and institutions LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Long Term Care Planning Planning and funding coverage Examining care options Assessing current coverage Risk Management Insurance review and assessment of coverage Disability income protection Life Insurance (Term, Universal, Variable Universal, Whole Life) Succession Planning Financing management buy-outs (ESOPs, loans) Funding of buy/sell agreements Transfer of ownership to family members or key employees Liquidation options Exit Strategy
Address: 200 Ashford Center North, Suite 400, Atlanta, GA 30338, USA
Phone: +1 770 353 6369
FAX: +1 770 353 6338
