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Managing Life's Changes

Some life experiences can change or impact your financial and investment circumstances and strategies. We understand that life changes constantly and many changes come with challenges. We are here to help our clients through life changes, both the positive and the negative. Examples of such "life changes" include the following:

  • Retirement
  • Marriage
  • Divorce
  • Death of a spouse
  • Birth of a child or grandchild
  • Desire to send a child or grandchild to college
  • Caring for an elderly parent
  • Inheritance of money and other assets
  • Employment change or loss of employment

 
                                                                                                                                        

Our years of experience in this department has given our team the ability to help you manage through the financial implications brought by life's changes and challenges. We are here to help you through these times, while continuing to adjust your long-term financial and investment strategies. Our team is here to serve you through any life change you may face.
Kinsey Wealth Management of SC3F Wealth Management Group

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 (AK, AL, AZ, CA, CO, FL, IA, IL, IN, KS, MD, MI, MN, MO, NC, NE, NJ, NY, OH, PA, SD, TN, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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