Paffendorf Wealth Management Group of Wells Fargo Advisors, CFP, CPWA, PIM Portfolio Manager®

Business Owners Considering an Exit

Business Owners Considering an Exit - At Paffendorf Wealth Management of Wells Fargo Advisors, we recognize exit planning involves a wide range of subjects, such as estate planning, advanced wealth transfers, cash-flow planning, tax planning, business valuation, corporate restructuring, and succession planning.

Paffendorf Wealth Management of Wells Fargo Advisors provides comprehensive exit planning solutions for business owners, covering business valuation, succession planning, income planning, and estate planning. Our team of specialists customizes plans to meet specific goals and objectives, helping to ensure a smooth business transition.  Please get in touch with us for more information.

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

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