Committed to Our Clients' Aspirations

Whether you're just beginning to save for the years ahead or you're looking forward to the retirement years that are just around the corner, your vision of your financial future is uniquely your own. Some of our clients want to feel confident that they won't outlive their money, and others want to pursue lifelong dreams without sacrificing long-term security or their plans to leave a legacy.


No matter your personal place in life, our team will work hard to serve your best interests through careful planning and transparent actions. We strive for transparency on both sides of the client/advisor relationship, so you’ll always know the reasons for our recommendations and we expect you to keep us informed of any changes in your circumstances.

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Pre- or Post-Retirement

As you enter the twilight of your working years, you likely want to establish a portfolio for retirement, generate income in retirement, and work to maximize your Social Security benefits.

During and after this preparation for retirement, you know your lifestyle will begin to change. We can help you design and stay focused on a plan for the future, guide you through expected and unexpected challenges, and work with you to make choices that are best for you and your loved ones.

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Social Security Planning

When it comes to Social Security and your retirement, you likely have conflicting thoughts. On one hand, you'd like to start collecting benefits as soon as you’re eligible, but on the other, you know that if you wait to collect, your monthly benefit amount will increase. With our experience and knowledge, we can help you reach a decision that makes the most sense for your future.

If Social Security plays an essential role in your retirement plans, it’s important to give a great deal of thought to how you'll claim your benefits – especially if COVID has you reevaluating your plans.
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Risk Management

For each of your investing goals, we diligently work with you to understand your time horizon and your risk/return profile. In an effort to optimize return and mitigate risk, we consider:
  • Tax efficiency based on your specific situation and goals
  • Your need to grow assets, preserve capital, and generate income
  • Investment horizon for specific financial goals
We also aim to unify our risk management strategies with your insurance and other asset-preservation objectives.
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Starting Out

Generations X and Y can often be misrepresented as having no desire to look ahead and plan for their financial goals. But like every generation before them, they still want to make upgrades in their lives – they get married, strive for promotions, and search for new homes and cars. They, too, want to be on a path to creating long-term wealth.

If you're just starting out or still new to investing, our team can offer advice on seeing where your money's going, effectively managing your debt, and affording the lifestyle you want.

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Estate Planning Strategies

We will review your current beneficiary strategies to help ensure they are up-to-date and designed in a way to transfer your wealth as you wish. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed.

Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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Insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.

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