Bill & Claudia Watkins: Chartered Financial Consultant & Advisor
Financial Planning For The Business Professional For Over 40 Years
firstname.lastname@example.org – (336) 708-1374
email@example.com – (336) 708-1827
Tell the financial planners at Watkins & Watkins your retirement goals, and they’ll do everything in their power to ensure that you reach them. Whether you’re saving for retirement, a second home, your child’s college fund or to provide wealth for your children, they’ll customize a plan that will help you reach your financial goals.
These professionals offer advice and consultations that will assist with annuities, IRAs, 401(k) plans, life insurance, investments and estate planning. The financial planning process involves an assessment of your objectives, developing a plan to meet them, implementing the plan and a periodic review to ensure that you are on track to achieve your aim. Watkins & Watkins is available to answer any questions regarding whole life and term life insurance, tax-deferred annuities, college funding planning, long-term care, variable annuities and more. They are familiar with the on-going market changes and how they affect your financial plans and decisions.
Watkins & Watkins financial planners will analyze and evaluate your current status, needs, insurance coverage, investments, taxation, retirement vehicles and benefits. They’ll use your assumptions about retirement age, life expectancy, income needs and economic trends to assess your current likelihood of reaching your goals. They will then prepare a financial plan, specific to you, to ensure you are successful in your endeavor. Call their office in Greensboro at 300 North Greene Street, Suite 1650, at (336) 272-2230 today.
300 North Greene Street, Suie 1650
Greensboro, NC 27401
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