We serve individuals, families and foundations in all areas of investment planning, including:
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Recommending investment and accumulation strategies to help you pay for your children's education.
Reviewing existing insurance policies, including Life Insurance, Disability Income Protection and Long Term Care Insurance. We can help you explore suitable coverage for your specific needs.
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
Estate Planning Strategies
Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.