Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Our process helps you build a sustainable income plan to protect against not only the risk of running out of money, but also the risk that your savings do not keep up with inflation and potential health care costs.
Retirement Paycheck
























Planning now is planning for the future

Step 1

Define your fixed, non-discretionary retirement expenses and your additional ideal lifestyle budget that you’ve worked hard to save for.
Step 2

Identify and quantify all of your resources, e.g., retirement accounts, pensions, Social Security, health insurance and health savings accounts, veteran’s benefits, and personal savings and investments.
Step 3

Stress test your current plan versus other strategies available to you that meet your retirement goals.
Step 4

When necessary, consult with other advisors, such as your CPA and attorney, to ensure all elements of your financial life are in sync.
Step 5

Implement your customized investment portfolio and retirement income plan.
Step 6

Evaluate your plan to accommodate changes in your circumstances, family dynamics, and new goals and priorities.

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, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, SC, VA, WA). 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.

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