?????? ?????????????? ???????????? ?????????? ???????? ????????? ?? ??????, ?????? ????’?? ?????????????????? ???????? ?????????? ???????? ?????? ?????????? ??????????. ?? ?? Home title fraud is a growing scam that could put your property at risk. Learn how scammers pull it off and discover steps you can take to prevent it without paying for expensive monitoring services. ?? Stay informed. Stay protected. Watch now! #HomeTitleFraud #FraudPrevention #HomeOwnership
The Welch Group
金融服务
Birmingham，Alabama 764 位关注者
Enriching the lives of others - our clients, our colleagues, and the community we serve.
关于我们
The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.
- 网站
-
https://www.welchgroup.com
The Welch Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Birmingham，Alabama
- 类型
- 合营企业
- 创立
- 1984
- 领域
- financial planning、wealth management、legacy planning、investment management和fee only
地点
-
主要
获取路线
3940 Montclair Rd
US，Alabama，Birmingham
The Welch Group员工
动态
-
?? Spring cleaning isn’t just for your home – it’s time to refresh your finances too! Tune in with Beth Moody, CFP?, for practical ways to tidy up your budget, declutter your debt, and dust off your financial goals! ?? #SpringCleaning #PersonalFinance
-
Wondering if you should refinance your home? ?? Jay McGowan, CPA, PFS, CFP? breaks down personal and economic factors that can influence your decision. ?? Don’t miss out on potential savings – learn when and why refinancing might be the right choice for you! #Refinance #PersonalFinance
-
?? This week, our advisor, Isabella Blount, was featured in a Women in Financial Planning Panel Discussion at The University of Alabama. ?? This was a great opportunity to engage with students in the community and highlight the significant impact women have in our field! #WomenInFinance #UniversityofAlabama Culverhouse College of Business UA Financial Planning Association
-
-
Are you wondering how to introduce your kids to investing and other financial concepts? ?? Check out our guide for practical strategies to get them engaged. Kickstart your child’s financial education today! ?? #Parenting #FinancialLiteracy #Investing
-
What is the key to staying calm amid market volatility? ?? Discover how a long-term investment strategy can offer a more stable approach to achieving your financial goals. ?? Dive into our latest article to learn more! #InvestmentStrategy #MarketVolatility
-
What do you need to know if you receive an inheritance? ???? In the final part of our series on The Great Wealth Transfer, Jay McGowan, CPA, PFS, CFP? provides guidance on key considerations to help you protect your inheritance and plan effectively. ???? #WealthTransfer #PersonalFinance?
-
?? A new Social Security law went into effect earlier this year, and it could mean your benefit payments will increase. ?? Join Beth Moody, CFP? to learn more about the Social Security Fairness Act and find out who may qualify! #SocialSecurityFairnessAct #PublicSector #FinancialNews
-
?? Cheers to an amazing day at The Exceptional Foundation's Chili Cook-Off and another top-50 finish! ?? We loved being a part of the event and seeing the community come together to support such a great cause. ?? #ChiliCookOff #ExceptionalFoundation
-
-
????? The Exceptional Foundation's Annual Chili Cook-Off is almost here! ????? We're gearing up for tomorrow and can’t wait to be a part of the fun again this year. Be sure to stop by our tent, say hello, and enjoy some delicious chili with us. See you there! #ChiliCookOff #ExceptionalFoundation
-