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No matter where you are in life, you have a vision for your future.

We all have our own unique goals. Do you want to feel more confident that you are on the path to achieving your goals?  You need an effective, easy-to-understand roadmap to keep you headed in the right direction– especially with all the uncertainty in today's markets.

The Envision process can help in the following ways: 

Uncover your goals, determine which goals are the most (and least) important, and track your progress toward achieving them. 
Providing the tools and the technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress and re-sync – or rethink – your approach whenever necessary.
It also gives you the flexibility to adjust your priorities for big changes in your life.
Our Envision process is one of the first steps toward helping you plan for the life you want tomorrow, starting today.  Envision investment planning allows our team to start with your life and plan your money around it.

Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans.  The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables.  These assumptions were derived from analysis of historical data.  Using Monte Carlo simulation, the Envison tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return and correlation amongst the assets.  Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors.  Others will be similar to the worst periods in investing history.  Most scenarios will fall somewhere in between.  Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC © 2003-2021 Wealthcare Capital management LLC.  All Rights Reserved.  Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

Jarman 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 (AL, AR, CO, DE, FL, GA, KY, MA, MD, NC, NY, PA, SC, TN, TX, VA). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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