Your family comes first

Whether your goals are saving for a home, higher education, or saving to achieve your retirement dream, creating an investment plan and adapting to your changing priorities, we believe, is the path to confidence in your future. We work with you to address your investment planning needs throughout your life. When is the last time you thought about some of the questions listed below:

  • How much money do I really need to retire?

  • How can I save for multiple goals?

  • How can I manage my budget as my commitments increase?

  • What are my options for paying off outstanding debt?

  • How can I plan for upgrading my home?

  • When should I start saving for retirement?

  • How and when do I adjust my overall investment strategy?

  • What insurance coverages do I need to protect my family and my assets?

  • What are my options for caring for my elderly parents?

  • How do I save for my children’s educational expenses?

  • Who is going to take care of me in the future if my health declines?

Your business is a priority

We recognize that your business is a priority and probably your largest and most important asset. We make it a priority to take a full balance sheet approach to both your business and personal financial needs. As an Entrepreneur and/or Business Owner, when is the last time you took the time to think about some of the questions listed below:

  • How do I plan to protect my wealth and build it for the future?

  • What happens to my business if something happens to me?

  • How do I handle the liability management needs for both company and myself?

  • How do I invest surplus cash flow?

  • How can I fund a buy sell agreement?

  • How do I set up a business succession/exit plan for my business?

  • How can my Financial Advisor coordinate my estate investment planning needs with my estate planning attorney and accountant?

  • How do I create a plan to include my restricted/concentrated equity ownership in the company?


Wells Fargo Advisors is not a legal or tax advisor.

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“We strive to make complicated things more clear, know which questions to ask, and, most importantly, know how to listen for the answers.”

ElAwadi Financial Group

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