- Establish and define the client-planner relationship
- Gather client data including goals
- Analyze and evaluate the client's current and future financial dreams and goals
- Help develop and present recommendations and/or alternatives
- Implement the recommendations
- Monitor our progress
Depending on our clients needs we cover some or all of the following planning subject areas:
- Cash flow analysis/planning and budgeting
- Insurance planning
- Employee benefits
- Investment planning and implementation
- Tax efficient investments
- Retirement planning
VIP- High Net Worth 5 Million to 50 Million- VIP program details
Abbott Downing- Ultra High Net Worth 50 Million plus- https://www.abbotdowning.com/
Abbot Downing Provides products and services though Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Most importantly we work directly with your existing attorney and/or CPAs'. We feel like it is important for a client to maintain these other existing relationships, as they should act as a check and balance for each other. We do not offer tax or legal advice.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.