Individuals and Families

Building deep relationships with you and your family takes time and trust.

We leverage the expertise of our team members and the resources of Wells Fargo Advisors to help manage your wealth and bring clarity and confidence to your wealth plan, now and to the future.

We can help answer questions including:

• How much do we need to be setting aside for retirement now?

• How will a job change at this point in our career effect our retirement planning?

• What can I do to potentially reduce the taxes I am paying on my investments?

• How can I create a charitable giving plan for our family’s charitable giving goals and instill the family’s values in future generations?

• Create a plan to fulfill my philanthropic goals to more deeply in the charitable giving process?

• How should I plan for healthcare costs in retirement?

• What are appropriate ways to help fund my children or grandchildren's education costs?

• How can I prepare for personal and financial independence as I age?

• Are my insurance and risk management plans appropriate?

• How do changes in estate taxes impact my overall wealth plan?

• How can I put together a legacy plan for distributing my estate according to my wishes?

 

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.