What We Offer

Everything we do, we do with our clients in mind. That includes giving them fast and easy access to their accounts, market performance and data, financial calculators, and financial education. It also includes providing the highest level of services and products we can.

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Retirement Planning

These services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

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Investment Planning

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve, and transition your wealth.

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Tax Planning Strategies

While there are many different tax planning strategies to consider– such as tax loss harvesting, charitable giving, exemptions, and deductions – it’s typically ideal to initially determine the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to minimize tax liabilities.1

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Estate Planning Strategies

By utilizing estate planning and trust specialists available through Wells Fargo Advisors and its affiliates, we can review your wills and trusts, helping you preserve your estate for your intended heirs and establish beneficiary designations.

We can also help you integrate your investment and estate plans or evaluate potential strategies from a tax perspective as a component of wealth transfer planning. And in coordinating with your other professional advisors and estate attorney, we can help ensure every expert is on the same page.2

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Education Funding

The sooner you start saving for the educational future of your child or grandchild, the greater the impact you might have. We can provide analysis to enable you to determine the approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA/Coverdell, a Custodial Account, or another method.

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Qualified Employer Plans

When you leave an employer, you typically have four options for what you can do with your savings from a qualified employer sponsored retirement plan (QRP), such as a 401(k), 403b or governmental 457b. We can help you determine the differences between each of these and help you choose which may be your best option. For business owners, we offer retirement benefit package plans to help your business not only attract qualified employees, but retain them long-term as well.

1Wells Fargo Advisors Financial Network is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

2Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.