Critical Wealth Planning Services

Investment Management

  • Goals-based strategies
  • Risk profile assessment
  • Rebalance strategies
  • Distribution strategies
  • Risk adjusted after-tax returns


Retirement Planning

  • Social Security claiming strategies
  • Retirement plan investments
  • Retirement plan distributions
  • Retirement income strategies
  • Stock option grants or restricted stock

Life Transitions Strategies

  • Death of a loved one
  • Job change
  • Coping with illness
  • Marriage
  • Birth of a child
  • Retirement
  • Sudden income
  • Divorce

Education Planning

  • Education savings strategies
  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

Wealth Preservation Strategies

  • Types of ownership; beneficiary designations
  • Wealth preservation strategies
  • Family wealth planning with next generation
  • Tax efficient investment strategies

Risk/Insurance Planning

  • Adequate insurance protection
  • Management plan for incapacity/disability
  • Healthcare expense planning
  • Long-term care strategies
 

Access to banking and lending and Trust services through Wells Fargo affiliates

  • Residential mortgage
  • Home equity financing
  • Securities-based lines of credit
  • Business lending
  • Access to trust services
 

Charitable and Community Giving

  • Discuss various charitable techniques
  • Explore strategies to instill philanthropic values in the next generation

Cash Flow/Cash Reserve

  • Emergency funds
  • Cash alternatives
  • Budgeting

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Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non­banking subsidiaries of Wells Fargo & Company, including, but not limited to Wei Is Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
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