The Breadth of Our Services


The Jarman Financial Group of Wells Fargo Advisors believes in a common-sense approach to financial management that is supported by exceptional service. As our client, you can expect to work with a Financial Advisor who will sincerely listen to you and provide sound financial and investment strategies tailored to your unique life goals, financial objectives and risk tolerance. To help ensure our team successfully addresses the full range of your financial needs, we provide the following services:

Financial Management

  • Coordination of recommendations with attorneys, accountants, trust officers, insurance executives and other advisors
  • Estate planning strategies
  • Education funding strategies
  • Life insurance analysis and solutions
  • Envision® - Life planning tool 
Investment Management

  • Asset allocation strategies to appropriately balance portfolios for growth and income
  • Professional risk-managed asset management, helping to reduce portfolio exposure when the market is high
  • Fixed-income investments and bond ladders of staggered maturities (taxable and tax free)
  • Dividend stock portfolios
  • Exchange-traded fund (ETF) portfolios
  • Mutual funds
Retirement Planning

  • Retirement programs for individuals and businesses, including IRAs and conversions, SEPs, 401(k)s and SIMPLE plans
  • Investment of proceeds from retirement-plan payouts
  • Retirement funding analysis and solution
Wells Fargo Advisors is not a legal or tax advisor.

Income from municipal securities is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax-free, capital gains, if any, will be subject to taxes. Income for some investors may besubject to the federal Alternative Minimum Tax (AMT).