YOUR RETIREMENT ROADMAP:

SIMPLIFIED INTO THREE STEPS

plan

  • Build a plan for Your Retirement.

  • List all liquid assets vs liabilities.

  • Track your current monthly spending.

process

  • Review it often.

  • At least every 6 months.

  • In person, on the phone, or by a video call.

partner

  • Make changes when necessary.

  • Major life changes.

  • Starting a family.

  • Recieving an inheritance.

Our Frequently Ask Questions

  • How much money do I need to retire?
  • How should my employer sponsored plan be invested?
  • Can I retire early?
  • When should I take Social Security?
  • What is the difference between Roth and Traditional retirement accounts?
  • What are the benefits of having a 529 account?
Huffman Mayer Wealth Management 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 (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WV, WY). 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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