Let’s Grow Your Future
Years of experience have given us expertise across many areas of wealth and investment planning. Using our sophisticated strategies and a personalized planning approach, we are here to help you and your family organize your financial affairs and build a plan to grow, protect, and manage your wealth…and build your legacy.
Retirement & Income Solutions
- Implement retirement savings strategies
- Design tax-efficient, customized income streams
- Recommend spending strategies
- Calculate required minimum distributions
- Identify Social Security and Medicare strategies
Friends & Family Financial Consulting
- Provide financial education to friends and family
- Assess effectiveness of your current wealth plan
- Determine future planning needs
Investment Management
- Review portfolio holdings
- Implement custom strategies
- Employ cash flow strategies
Wealth Planning
- Define an ideal and acceptable lifestyle
- Identify sources of income
- Optimize spending and saving priorities
- Develop and implement an eMoney® plan
Personal Financial Organization
- Clarify your values, goals, and objectives
- Assess your current financial situation
- Identify short- and long-term financial priorities
- Consolidate accounts and assets
- Identify an organizational plan
- Outline your next steps
Estate Planning Strategies & Philanthropy
- Review beneficiary and account titling
- Implement estate and wealth transfer strategies
- Establish philanthropic and gifting techniques
Risk Management*
- Customized risk management
- Access life insurance and long-term care insurance
- Design wealth replacement strategies
College Investment Planning
- Set up college savings accounts
- Implement 529 college savings plans
Liability Management,** Liability Analysis and Optimization
Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:- Securities-based financing
- Residential mortgages
- Home equity financing
- Business financing
- Credit cards
Fiduciary Management Education
- Investment Policy Statement review
- Education Policy Statement review
- Fiduciary briefcase for plan record retention
- Assist with document due diligence process