Working with Individuals & Families

Helping you prepare at every life stage


We work with you throughout your life to help plan for and achieve your financial objectives along the way. Our planning strategies are designed to provide you with insights and sound financial advice and guidance whether you are just getting started, building wealth, getting retirement ready or enjoying retirement.

Building Wealth


There are many important events that families experience including: marriage, divorce, career change, children, retirement, home purchase, education and more. With a vested interest in your long-term success, we work diligently to ensure you are prepared to meet life’s milestones:
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  • How much do we set aside for our children or grandchildren’s education?

  • How much do we need to be setting aside for our retirement?

  • What can I do to reduce the taxes I am paying on my investments?

  • How will a job change at this point in our career affect our retirement planning?

  • Can we afford to have a second home?

  • What insurance coverages do we need to protect our family and assets?

  • How do I create a new roadmap for my own retirement after divorce?

Nearing Retirement


With your retirement years approaching, your wealth plan must be adjusted to protect your hard-earned assets.  We will help put the strategies in place to provide you with the retirement income you need. As you prepare and become retirement ready, we can help you answer questions such as:
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  • How should I transition my retirement savings plan into a retirement income plan?

  • What options are available to protect the income I need to cover essential expenses?

  • How should I adjust my investment strategy as I approach retirement?

  • Can I reduce the effects of market volatility as I approach retirement?

  • How do I incorporate the effects of inflation on my retirement spending needs?

  • What are the options and decisions I need to make around Social Security, Medicare,

  • pensions, distribution options from employer sponsored retirement plans and IRAs?

  • What healthcare and long-term care insurance options do I need in place to protect my income, assets and lifestyle?

  • How do I build out my estate plan to protect assets and help transition my estate smoothly?

Enjoying Retirement

Our team is focused on helping you meet your goals in retirement. We help you prepare for what’s ahead and put together a retirement income plan to keep up with the future.

We can help you answer questions such as:
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  • What risk managed investment strategies are appropriate for my needs in retirement?

  • Are there ways to reduce my taxes and boost my retirement income?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

  • How do we foster sound family financial values across generations?

  • Are my charitable donations made in the most tax efficient manner?

  • How do I best plan for healthcare and long-term care expenses?

 

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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1792 Capital

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, DE, FL, GA, IL, KY, MD, MS, NC, NJ, OR, PA, SC, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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