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Investment Management
As your investment partner, we are committed
to helping you achieve your unique financial goals and objectives. After
developing a thorough understanding of your risk tolerance and specific
short and long term goals, we will work together to create a customized
Strategic Asset Management (SAM) Portfolio. |
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Financial Consulting
Upton, Draughon & Bollinger LLC helps you simplify the demands of
managing your wealth in order to enable you to devote time to your business,
your personal endeavors and your family. We organize your assets, asset
allocation strategy, insurance, and your financial and estate plans to
help simplify, consolidate and integrate every aspect of your financial
future. |
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Risk Management
Our risk management team will evaluate your non-financial risks, such
as umbrella coverage, long-term care coverage, life coverage and medical
coverage to be sure the unexpected does not put a halt to your future
retirement. |
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Retirement Planning
Our business planning professionals will consult
with you to evaluate or establish employee retirement plans, executive
compensation, business buy-sell continuity strategies, or individual
retirement plans. We will meet with you on a complimentary basis, to
explore how we can best meet your needs.
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Estate & Tax Planning
Establishing an estate plan as part of
your comprehensive wealth plan can be one of the most effective ways of
lowering estate taxes, while providing for your family and leaving a
legacy for the future. We will work with your attorney to implement
your estate plan from beginning to end and review it annually.
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