Comprehensive Wealth Planning
Wealth planning encompasses more than managing assets. As advisors, we utilize a comprehensive approach to understand your financial priorities and help you achieve your goals. Below is a list of investment planning services available.
INVESTMENT PLANNING
- Understand your relationship with risk, your investment objectives and goals
- Review and make changes as needed
RETIREMENT PLANNING
- Income distribution strategies
- eMoney® planning
PLANNING FOR BUSINESS OWNERS
- Assist with establishing retirement plans, cash management, providing access to lending, etc.
- Assist with succession and exit planning
CASH MANAGEMENT PLANNING
- Emergency funds
- Cash alternatives
PERSONAL RISK AND INSURANCE PLANNING
- Adequate insurance protection
- Management plan for incapacity/disability
EDUCATION PLANNING
- Invest for children or grandchildren
- Identify appropriate tax-advantaged strategies
ACCESS TO BANKING AND LENDING SERVICES THROUGH WELLS FARGO BANK N.A. AND AFFILIATES
- Residential mortgages
- Securities-based lines of credit
INCOME TAX PLANNING
- Partner with your tax advisor to identify tax-efficient portfolio strategies
- Manage capital gains, losses, and alternative minimum tax (AMT) exposure
ESTATE AND TRUST PLANNING STRATEGIES
- Asset titling, beneficiary designations
- Partner with your attorney regarding estate and trust planning
CHARITABLE AND PHILANTHROPIC PLANNING
- Explore charitable giving options and strategies to instill philanthropic values in the next generation
- Strategies include donor-advised funds, charitable remainder trusts, etc.