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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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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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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