Services provided by Wells Fargo Advisors and Wells Fargo affiliates
Benotti & Galpert Wealth Management Group focuses on Comprehensive Wealth Planning, not just selecting investments. The areas considered in Comprehensive Wealth Planning include the following:
- Investments (All Aspects: Including; building wealth or transitioning to retirement, College planning, life need planning)
- Wealth Preservation (Risk Management with Insurance and other asset protection strategies)
- Legacy (Leave your legacy through access to trusts, estate, and fiduciary services)
- Liability Management (Access to lending services through Wells Fargo affiliates)
Retirement Planning - We can help make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to
retire comfortably and manage your assets before and during retirement.
Retirement Income Planning - Often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. We will help you determine which retirement income strategies you need to reach your retirement income goals.
Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance and recommending the appropriate investment vehicles to maximize your goals.
Education Planning - Recommending investment and accumulation strategies to help you fund for your children's education.
Charity Planning - Developing Strategies to meet your philanthropic goals.
Wealth Preservation Planning - Preserving your wealth for your family and future generations.
Access to Trust Services and Estate Planning Strategies* - We believe that proper trust and estate planning is the cornerstone of developing a lasting legacy and transitioning wealth. We think that it is important to engage our client's tax and legal advisors to address these goals. Additionally, we are able to provide our clients with access to trust and estate settlement and administration through Wells Fargo Bank affiliates.
Tax Management* - We work with your CPA to help make sure your portfolio is tax-efficient and develop tax-efficient investment strategies. We also have contacts in this area, so if you need a CPA, we will make an introduction to you for qualified tax specialists.
Risk Management** - Reviewing existing insurance policies.
Customized Strategies - Strategies developed for unique situations that need to meet specific needs.
Lending Services** Through Wells Fargo Advisors as an affiliate of Wells Fargo Bank N.A, you have access to services, including:
- Securities-based lines of credit
- Residential mortgages
- Home equity financing
- Small-business financing
- Credit Cards
