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.