Wachovia Securities

Managing Money - Managing Risk

Our Mission

Our mission is to develop and maintain long-term client relationships with successful individuals and their families, organizations, and institutions by providing superior client service and achieving attractive portfolio returns for our clients. Our vision is to be the most sought-after investment consultant team in the region with the establishment of a finely-tuned team of knowledgeable professionals committed to helping you prosper. Our values of honesty, professionalism, and personal fulfillment will govern our recommendations, communications, and dedication to helping you succeed financially. More...

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE This information is intended for use only by residents of AK, AL, AR, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI, and WV. Securities-related services may not be provided to individuals residing in any state not listed. Insurance-related services may not be provided to individuals residing in any states other than FL, GA, NC, PA, TN, VA. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Wachovia Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.
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.

Estate Taxes

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

More Calculators →

Newsletters

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

More Newsletters →