Services

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Our Services

Old Fair Oaks Bridge

We serve individuals, families and foundations in all areas of investment planning, including:

Retirement Planning

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.

Tax Management

Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Risk Management

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.

Investment Planning

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.

*Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals