Finby Kimmes Wealth Management Group of Wells Fargo Advisors, Seal Beach CA

Why Invest With Us
Our Services

We can help you navigate life’s financial pathways
Our innovative planning process helps us keep you on course
Wells Fargo Advisors is fully equipped as an organization to help you succeed financially

The advantages of working with us

It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:

Provide advice and guidance to help you focus on your short- and long-term financial goals
Help you create a plan geared to your goals and circumstances
Help you focus on and manage other important aspects of your financial life

The benefits of our goals-based planning process

Instead of simply investing toward a dollar amount for a retirement target, our Envision® planning process is refreshingly realistic and innovative. Our approach includes:

An exploration of your unique goals
An investment plan built to support your needs and goals
The ability to review your plan to help to keep you on track
Flexibility to update your plan to reflect life or market changes
Easy-to-follow reports and updates

A company you can rely on

At Wells Fargo Advisors, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:

Comprehensive investment advice
Advice and tools supported by well-known investment research analysts and strategists
Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates

Next steps

Let’s invest in your future. Call today to schedule a phone or sit-down discussion.

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

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

401(k) Distribution Options

If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan. These savings can represent a significant portion of your retirement income, so it’s important you carefully evaluate all of the options.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Business Services

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

College Savings Plans

Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.

Estate Planning Services

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.

Individual Retirement Accounts

Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.

Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

All investing involves risk, including the possible loss of principal.

Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

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.

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