Unbiased, objective financial advice for individuals nearing retirement, living in retirement or accumulating assets for the future.

Retirement Planning

  • Retirement plan development, implementation and ongoing review

 

Pension Option Guidance

  • Pension benefits and distribution strategies

 

Healthcare Strategies

  • Transitioning to Medicare

  • Healthcare expense planning

 

Social Security Benefits Planning

  • Social Security claiming strategies

End of Life Planning

  • Death of a loved one

  • Coping with illness

  • Claiming pension benefits

  • Claiming Social Security benefits


Estate Investment Planning Strategies

  • Types of ownership

  • Beneficiary designations

  • Next generation planning

 

Investment Management

  • Goals-based strategies

  • Risk profile assessment

  • Asset allocation strategies

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. 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.

Contact us to discuss your retirement planning needs. 

Hindman Financial Group of Wells Fargo Advisors

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

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

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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