• Identifying what is important and helping prioritize financial goals;
  • Coordinating and integrating cohesive solutions for financial affairs including wills, mortgages, insurance, and tax strategies;
  • Creating a well-balanced, diversified portfolio based on objectives, risk tolerance, and investment time horizon; and
  • Monitoring results, reviewing changes in circumstances and adjusting strategy as necessary based on each situation.
When life goals change with time or as fluctuating market conditions alter the plan's results, the Envision process offers the flexibility to make adjustments as necessary.

Advisory programs may not be appropriate for all clients.
Wells Fargo Advisors is not a tax or legal advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Guarantees are based on the claims-paying ability of the issuing insurance company.

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