Eric Kohlmeier

Senior Financial Advisor, Managing Director - Investments




Have you saved enough for retirement?  More than 50% of workers think they haven’t saved enough for retirement, according to a 2023 Bankrate survey.  Another 7% aren’t sure whether they’re on track or not.  Find out how much you may really need.


We will review your current financial situation across all of your investment accounts to see your complete financial picture.  With this consolidated view, we can determine where you are today and where you want to be in the future.  Then, based on your life stage, we can outline a plan that can help put you on the track to retirement success utilizing strategies to help you save more for retirement, catch-up, or–if you are currently in retirement–draw down your retirement savings over time.
 

You may also want to consider a more coordinated approach to your wealth management.


Why consolidate your investments?  

Spreading assets across multiple financial advisors can make it more challenging to reach your goals

Potentially save on fees associated with your investment accounts

Help ensure that your assets are managed in a tax-efficient manner

Help grow and preserve your wealth with proper asset allocation


 

  

Please keep in mind that consolidating assets is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Your Wells Fargo Advisors Financial Advisor can help educate you regarding your choices so you can decide which one makes the most sense for your specific situation. Before you make a decision, read the information provided in this piece to become more informed and speak with your current retirement plan administrator, and tax professional before taking any action.

Let’s have a conversation. Call or email me.

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
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