Consolidation of Your Retirement Income
Besides just simplicity and convenience, consolidating your retirement income into one account helps your investments work together for more effective retirement income planning.
We take a comprehensive approach to wealth management and create specific strategies to address your important issues.
Critical Wealth Planning Needs
At Creech Schwartz Private Wealth Management Group, we are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisor, we begin with a deep understanding of your financial priorities and then apply appropriate financial strategies to help you optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help build, manage, preserve and transfer your wealth.Your Investment Plan
- Assess your risk tolerance
- Rebalance or reposition assets as needed
Retirement Assets and Company Benefits
- Retirement plan investments
- Stock option grants or restricted stock
Personal Risk 2
- Adequate insurance protection
- Management plan for incapacity/disability
Access to Banking and Lending Services Through Wells Fargo Affiliates, including:3
- Securities-based financing
- Residential mortgages
- Home equity financing
- Business financing
- Credit cards
Cash Flow/Cash Reserve
- Emergency funds
- Cash alternatives
Estate Planning Strategies1
- Types of ownership; beneficiary designations
- Wealth preservation strategies
Tax Efficient Investment Planning
- Identify tax-efficient portfolio strategies
- Manage capital gains, losses and alternative minimum tax (AMT) exposure
Charitable and Community Giving
- Select suitable charitable techniques
- Instill philanthropic values in the next generation
1. Wells Fargo Advisors does not provide legal or tax advice, but your Financial Advisor will be happy to work with your chosen legal and tax advisors to help you achieve your financial goals.
2. Insurance products are offered through non bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
3. Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
