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1 WEALTH ACCUMULATION

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“How Can I Manage My Family’s Finances While Ensuring I Meet My Retirement Goals?”


Your situation is unique. The path of wealth accumulation must be mapped out based on your current financial position and anticipated life occurrences.

Your customized wealth accumulation plan involves four distinct steps:

1. INITIAL INTERVIEW - Sitting down with you to gain an understanding of your unique financial position.

  • What are your personal consumption expenditures?
  • Are you planning for your children’s college education?
  • Do you have any recurring medical expenses?
  • Are there any current or anticipated financial obligations to consider?
2. CASH FLOW ANALYSIS - Careful analysis of data collected determines your accurate cash flow, discretionary income and true financial position.

3. RE-ALLOCATION OF RESOURCES - A strategy designed for the maximization of your cash flow, allowing you to meet your financial obligations while designating funds for asset allocation.

4. REVIEW - Review of your investment portfolio to help ensure you are on track to meet your financial and retirement goals.


It’s never too early or too late to plan your wealth accumulation strategy. Let’s start today.

David Burzotta 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 (AL, AR, AZ, CA, CO, CT, FL, GA, IL, KS, MA, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA). 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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