Putting a Plan into Action
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How Regions Wealth Planning can help you prepare for 2016 and the years ahead

They say the best offense is a good defense. With the prospect of another year of economic uncertainty and market volatility, it may be time to rethink your financial plan.

Bill Scoffield

Bill Scofield
Director
Regions Wealth Planning Group

Working closely with you and your Wealth Advisor, the Regions Wealth Planning Group can help you identify and prioritize your personal and financial goals — factoring in everything from your retirement and investing goals to your estate and business planning to your child’s or grandchild’s education funding. We find out what’s important to you and create an action plan with specific steps to meet your objectives.

Total View

We begin with a strong relationship with your Wealth Advisor — the foundation of every successful team. First, we get a full picture of your financial situation, including your investments and accounts, insurance policies and any key legal documents.

Next, we guide you through a thoughtful process that identifies the goals that inspire and motivate you — and the fears that keep you up at night. What do you want your money to do for you in the future? What kind of legacy do you wish to leave for your children and grandchildren? Once we’ve gathered all this data and insight, we start crunching the numbers.

The result is a multipage report that provides a clear assessment of where you are today and offers specific recommendations to help you achieve your goals. You decide which recommended actions you want to take, and we can work with your Wealth Advisor and any outside advisors, such as your attorney or accountant, to ensure a seamless process. Finally, you and your Wealth Advisor will monitor your progress, making any necessary adjustments along the way.

Reaping Results

Using this framework, you and your Wealth Advisor have a blueprint to follow that is flexible enough to absorb fluctuations in the securities markets. For example, during a market downturn, you may decide which goal is more important in the short term, whether that’s fully funding your children’s education or sticking to your retirement savings schedule.

With all of the advance planning you’ve done, you know what your priorities are and have a strategy in place to deal with these types of contingencies. This not only helps take the emotion out of investing and gives you more confidence, but you can also feel good knowing that every piece of your financial life is working in concert toward a common future.

Getting Started

Ask your Wealth Advisor if a wealth plan is right for you. He or she can answer all your questions and walk you through your options, including the fee schedule. Rest assured you’re under no obligation to implement any part of the plan. At Regions, our wealth professionals adhere to a strict fiduciary duty, meaning they are committed to serving your best interests. Our goal is to help you and your family achieve your financial goals today and into the future.

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Banking products and services are provided by Regions Bank. 

This information is general in nature and is provided for educational purposes only. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation. Information provided and statements made by individuals who are not employees of Regions are the views, opinions, or positions of the individual who made the statement and do not necessarily reflect the policies, views, opinions, and positions of Regions. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented.

*Investment, Annuities and Insurance Products

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  • May Lose Value
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