Wachovia Securities

Cowling & Cowling Investment Group of Wachovia Securities serves as a solutions provider for all aspects of our clients' finances. What does this mean? We provide a unique combination of capital preservation and wealth creation strategies.

By working with a select group of individuals and businesses, we ensure that we thoroughly attend to each of our clients' specific needs. With our carefully orchestrated Financial Advisory Process, we can assure our clients that all financial decisions we make on their behalf will be consistent with their goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.
Calculators

Estate Taxes

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

An ILIT Might Fit

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

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

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