No matter how we’re working together, you can be confident that we’re taking a holistic view of your financial landscape.
The services we provide most often include:
It’s more than just stocks and bonds. Our investment planning approach is goals-based and focused on connecting your money to your most meaningful life. That way, your investments are working for you and allowing you to achieve your goals. We’ll take you through our process and determine how your investments will support your liquidity needs, risk level, and time horizon for achieving goals.
When do you want to retire? How will you replace your income when you do? What will your health care look like? What are the tax implications of each retirement account you hold? Are you hoping to use your time to travel or perhaps be a caretaker? All these questions are important in determining what kind of lifestyle you want for your retirement and how the plan we create can help achieve that.
Wells Fargo Advisors does not provide legal or tax advice
Your long-term plan for your wealth is just as important as how it’s currently supporting you today. What you leave behind – and how you choose to create that plan – can affect your beneficiaries. Those family members and loved ones should be prepped with conversations around your estate. Although we are not estate planning attorneys, we are happy to facilitate multigenerational conversations with you and your heirs to discuss how wealth will be passed and how it should be handled to meet your wishes.