Chad Ferrell believes that before you make an investment decision, it is important to understand your current financial position as well as your investment expectations and future obligations.
Using Wells Fargo Advisors investment planning software, Envision®, Chad can analyze your financial situation and determine potential ways to improve it. Services include:
Coordination or recommendations from your attorney, accountant, and other professional advisors
Review of your financial position
Education-funding analysis to estimate the funds you will need to send your child to college
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