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Start your plan by following these three easy steps.

Step 1
Step 1: Introduction Questionnaire
Contact Us so that we can connect with you.
After our introduction, we'll ask you to complete our confidential questionnaire so that we can gather more specific details about you and your long-term goals.
Step 2
Step 2: Financial Statement
Our team will work closely with you to create your personal financial statement to summarize where on your financial journey you are today. By better understanding where you are combined with the knowledge of where you want to go will empower you as you take the next step.
Step 3
Step 3: Personalized Action Plan
We will present a tailored recommendation and short/medium/long-term action plan needed to help you succeed. We are here to accompany you every step of the way.

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, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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