Working With Independent Women

We work with independent women to develop a tailored financial approach based on who you are and your areas of interest.


Advocates For Your Success  AAA-Independent-women-II.jpg

We take the time to listen to your priorities and then provide the resources and a financial foundation, so you not only accomplish your goals, but have the time and confidence to enjoy life.

 

Planning Based On Your Needs

Our custom planning process helps identify your short-term and long-term goals and priorities and builds a plan to meet your specific needs, as well as provide the necessary long-term investment strategies to grow and protect your assets to help minimize the chances of outliving your money.



Advice and Guidance

We help guide you through many different life-stages and types of transitions, including death of a spouse, divorce and career changes. We can also help you plan to provide for parents or special needs children.

 

Ongoing Education

Our team takes a personal interest to your planning needs and continually provides resources, content and personalized advice and guidance to help address your questions, concerns or ideas for your financial future.



We help you overcome obstacles and build on your strengths.

Coughlin & Chesna Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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