Services

WEALTH MANAGEMENT SERVICES
 
  • Asset Allocation
  • Portfolio Planning
  • Estate Planning
  • Education Planning
  • Planned Charitable Giving
  • Concentrated Positions
  • Stock Option Exercise & Analysis
  • Employee Stock Purchase Plans
  • Pension & Profit Sharing
  • 401(k)
 
INVESTMENT MANAGEMENT
  • Private Money Management
  • Individually Managed Accounts1
  • Alternative Investments
  • Mutual Funds
  • Stocks
  • Fixed Income
  • Bonds/CDs
  • Equity IPOs
 
RETIREMENT PLANNING
  • Retirement Needs Analysis
  • IRA Rollovers
  • Qualified Plan Distributions
    
LIFE INSURANCE & ANNUITIES2
  • Long Term Care Insurance
  
Milholland Financial and Wachovia Securities Financial Network are not tax or legal advisors. 1Independent money management may not be suitable for all investors. 2Insurance products are offered through non-bank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. Wachovia Securities Financial Network, LLC is a separate non-bank affiliate of Wachovia Corporation.
Investments in securities and insurance products are:
NOT FDIC-INSURED/NOT BANK-GUARANTEED MAY LOSE VALUE. Milholland Financial is a separate entity from WSFN.