The Breadth of Our Services

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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).
    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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