Services

WM Financial Strategies offers public entities independent financial advice for the issuance and sale of municipal bonds, loans and leases and offers other services designed to enhance borrowing capabilities and to improve financial condition. Services offered include the following:

Financial Services

     Debt Policies

     Bond Defeasance

     Cash-Flow Analysis

     Continuing Disclosure

     Rating Review Assistance

     Project Feasibility Analysis

     Reserve Goals and Policies

     Capital Improvement Plans

     Utility Rate Surveys and Studies

     Tax Increment Financing Studies

     Economic Development Program Policies
 


Municipal Bond and Lease Financing

     Revenue Bonds
     Refunding Bonds

     Recovery Zone Bonds
     Build America Bonds
     Tax Increment Obligations
     Special Assessment Bonds
     General Obligation Bonds
     Tax and Revenue Anticipation Notes
    
Tax Credit Bonds (e.g. Qualified School
          Construction Bonds)

     Lease-Purchase and Installment Financing

Economic and Statistical Studies

     Studies for Economic Development

     Statistics for Comprehensive Annual Financial
          Report

 

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WM Financial Strategies
11710 Administration Drive
Suite 7
St. Louis, Missouri 63146
Phone (314) 423-2122
Fax (314) 432-2393
JHoward@munibondadvisor.com