Our Planning Process

Whether it's an individual seeking guidance on how to better pursue personal financial goals or a company wanting to make sure that it's spending its benefit dollars wisely, we have helped multiple generations of our clients to make well informed financial decisions. 

 

Share Your Story

We learn about you or your business, how you got where you are, and where you want to go. You also learn our story and how we may play a role in your life.

 

Analysis

We put our 60+ years of combined experience and knowledge to work for you and your goals.

 

Implementation

We get together and help you in simplifying complex financial matters. We make recommendations tailored to helping you complete your story.

 

Review

Because, for better or worse, your story changes. Ongoing meetings allow us to stay on top of these changes through a transparent and collaborative relationship.

 


Comprehensive Wealth Management & Employee Benefit Management

Bellingrath Wealth Management and Employee Benefits provides guidance to individuals and businesses to help pursue their financial goals. ​

The Bellingrath Team focuses on financial and estate planning, retirement planning, employee benefits, and planning for businesses and their owners.

 

WEALTH PLANNING FOR INDIVIDUALS

  • ​Financial consulting and analysis
  • Investment planning and management
  • Risk management and insurance analysis
  • Tax planning
  • Estate and legacy planning
  • Retirement and insurance analysis
  • College education savings planning

 

BUSINESS PLANNING

  • Business continuity & succession planning
  • Deferred compensation planning for select executives
  • Core benefits planning for all employees (i.e., group, medical, and/or disability insurance, etc.)​
  • Retirement planning (i.e., defined contribution plans, defined benefits plans, etc.​)

 

INSURANCE

  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance