Wealth Planning

At Comerica, our wealth planners will help you develop a plan that is objective, personally tailored, and focused on preserving and managing the assets you’ve accumulated. We address individual, family, and business issues to help you anticipate significant financial events before they occur. Our strategies enable you to take action when needed, increasing the amount of wealth at your disposal and ultimately positioning your estate for future wealth development.

Comprehensive Wealth Planning

Our specialists work with you to clarify and define your financial goals and develop and implement objective, customized strategies crucial to preserving and managing the wealth you have accumulated.

	Comprehensive Cash Flow Analysis
	Asset Allocation Review

	Retirement Considerations
	Estate Considerations

Estate Planning

As you accumulate wealth, it becomes increasingly important to have a plan to conserve it for your heirs. Our wealth planning specialists will help you develop a strategy that safeguards your estate.

	Estate Tax Review
	Estate Planning Techniques

Retirement Planning

Our planners examine virtually every financial aspect of your retirement plan to mitigate the impact of taxes, take advantage of distribution options, and ensure a financially sound future.

	Retirement Cash Flow Analyses
	Retirement Plan Review
	Distribution and Taxation Options

Education Funding

Comerica understands the financial demands of a good education. Our wealth planners will work with you to conduct a funding analysis of projected school expenses for your children or grandchildren.

Education Funding

DISCLOSURES:

Comerica's Wealth & Institutional Management team consists of various divisions of Comerica Bank and also subsidiaries of Comerica Bank including World Asset Management, Inc.; Wilson, Kemp & Associates, Inc.; Comerica Insurance Services; and Comerica Securities, Inc. Securities products and services are offered through Comerica Securities, Inc., which is a broker/dealer and member FINRA and SIPC. Comerica Securities, Inc. is also a federally Registered Investment Advisor. Insurance products are offered through various licensed insurance agencies including subsidiaries of Comerica Bank. Comerica Securities, Inc. and Comerica Insurance Services are subsidiaries of Comerica Bank.