SOLUTIONS OVERVIEW


Since 1999, Warren Averett Wealth Management has offered comprehensive financial planning and investment solutions for individuals, foundations and trusts. We also offer businesses a turn-key retirement plan solution called 401k Complete, which provides both benefits administration and consulting along with retirement investment management and advice, all under one 401k plan umbrella. In addition, as an affiliate of Warren, Averett, Kimbrough & Marino, we are able to offer our clients collaborative tax planning and business advisory solutions.

We offer solutions for:

We understand that our clients have unique financial needs. Therefore we offer a variety of services tailored to fit your personal goals:

  • Comprehensive financial planning
  • Retirement planning
  • Investment management
  • Life, disability and long term care insurance analysis
  • College education planning
  • Portfolio performance evaluation
  • Access to stocks, bonds, mutual funds, individual money managers and alternative investments
  • Collaborative tax and estate planning

If you are a business owner, we also provide services to assist you with you business’s financial matters, such as:

  • Tax Consulting
  • Buy/sell agreements
  • Key man insurance
  • Partnership agreement review
  • Business transition planning

We provide a variety of services to serve the unique needs of foundations, such as:

  • Foundation administration
  • Foundation tax services (Form 990) – performed by Warren, Averett, Kimbrough & Marino, LLC
  • Asset management
  • Portfolio performance evaluation
  • Tax consulting – performed by Warren, Averett, Kimbrough & Marino, LLC

Our wealth management professionals understand the specialized services needed to serve trusts properly. Our services include:

  • Gift tax return preparation – performed by Warren, Averett, Kimbrough & Marino, LLC
  • Collaborative tax and estate planning
  • Asset management
  • Portfolio performance evaluation
  • Portfolio construction and implementation
  • Access to stocks, bonds, mutual funds, individual money managers and alternative investments

401k Complete, offered through Warren Averett’s benefit and wealth management groups, is a unique retirement plan solution that offers both benefits administration and consulting along with retirement investment advice, all under one 401k plan umbrella. To find out more about our retirement plan services, click here to be directed to our 401k Complete website.