Watts Gwilliam & Co. - Financial and Strategic Planning Services

Financial Planning:

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Watts Gwilliam & Co. LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, AZ 85295

Phone: 480-889-8998
Facsimile: 480-889-8999
Toll Free: 888-324-8998

Financial Planning

When people think of financial planning many things come to mind. For some it means planning for the future education costs of their children or grandchildren. Others may need strategic planning for the disbursement of their estate or the liquidation of a business. Securing cash flow in retirement, reviewing adequacy of life insurance, determining an exercise strategy for employee stock options, and planning for a major purchase or life event are also common goals.

Weather your financial planning needs are as simple as determining future education costs, or as complex as structuring a succession plan for a closely held business, Watts Gwilliam & Company can help. Our team of advisors will work with you, individually, to create a customized financial plan specific to your unique goals and objectives.

At the core of our wealth management is four key components:
1. Developing strategies to help clients create and grow wealth

2. Designing plans to protect and preserve wealth

3. Assist clients in planning for the distribution of wealth during their lifetime

4. Consider planning alternatives for the distribution of wealth at death

Our financial planning process follows these six steps:
1. Establishing and defining the client-planner relationship.

2. Gathering client data, including goals.

3. Analyzing and evaluating your financial status.

4. Developing and presenting financial planning recommendations and/or alternatives.

5. Implementing the financial planning recommendations.

6. Monitoring the financial planning recommendations.

Many companies offer services that resemble financial planning. However, few are able to inspire clients to take action and cause the financial plan to take life. Watts Gwilliam & Company is different. We offer clients a variety of on-going financial plan review alternatives. These reviews help us serve as our client’s financial coach as we navigate through the implementation process. Ongoing reviews also help keep our client’s financial plans current and up to date.

Today’s society is cluttered with complex alternatives. Proper financial planning provides clarity and perspective, and is a critical element needed to assist you in the accomplishment of you financial goals. For more information, or to receive a sample of our financial planning document, please email financialplanning@wattsgwilliam.com.

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Watts Gwilliam & Co., LLC (“WGC”) is an SEC registered investment advisor located in Gilbert, AZ. WGC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which WGC maintains clients. WGC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WGC’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of WGC’s website on the Internet should not be construed by any consumer and/or prospective client as WGC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from WGC. Any subsequent, direct communication by WGC with a prospective client shall be conducted by a representative that is either registered, or qualifies for, an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WGC, please contact the state securities law administrators for those states in which WGC is registered. A copy of WGC’s current written disclosure statement discussing WGC’s business operations, services and fees is available from WGC upon written request. WGC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WGC’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.