MAJOR PURCHASE
You may have always dreamed of buying a home, a boat, starting your own business, or going on an extended vacation. With a sound investment plan from Wachovia Securities, your dreams could become a reality.
When preparing finances for a major purchase, there are many convenient choices to help you accumulate assets. The first step is to determine your long-term funding goals. All of the following factors can have a significant impact on how you plan:
The final cost of the goal or goals you have in mind.
The amount available today for this goal.
Contributions you can make towards the goal.
The timeframe of your goal.
How your money will be invested.
Your individual risk tolerance, combined with the time constraints of your goal.
Inflation, taxation, and the return expectations for your investments.
In the past, a savings account may have been all you needed to meet certain financial needs. However, as your need for assets becomes more aggressive, so should your accumulation plan. Whether you choose stocks, bonds, or mutual funds, an investment account with Wachovia Securities can help you develop a strategy to help reach your financial objectives.
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