Individuals & Families
Building deep relationships with you and your family takes time and trust.
I leverage my experience and the resources of Wells Fargo Advisors to help manage your wealth and bring clarity and confidence to your wealth plan, now and to the future. I can help answer questions including:
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How much do we need to be setting aside for retirement now?
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How will a job change at this point in our career effect our retirement planning?
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What can I do to potentially reduce the taxes I am paying on my investments?
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How should I plan for healthcare costs in retirement?
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What are appropriate ways to help fund my children or grandchildren's education costs?
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Create a plan to fulfill my philanthropic goals to more deeply in the charitable giving process?
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How can I prepare for personal and financial independence as I age?
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Are my insurance and risk management plans appropriate?
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How do changes in estate taxes impact my overall wealth plan?
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How can I put together a legacy plan for distributing my estate according to my wishes?
Wells Fargo Advisors and its affiliates do not provide legal or tax advice.