Investment planning too often boils down to cookie-cutter investment mixes and generalized guesswork regarding your financial needs. It's better than nothing, but it's impersonal and vague.
That's why Wells Fargo Advisors' LifeSync process helps you plan your investments around benchmarks and life events that hold real meaning for you. The process can connect you to your investment strategy in a refreshing and personal way. Even better, it can help you answer that most critical of financial questions, “How am I doing?”Left to Right (Top Row): Craig Koehmstedt, Peter Perfetti, Justin Odel, Tyler Egrie, Sherri Prescott, Bobby Wieczorek, Samuel Matlick, Christine Cullen, William Smallwood, Donna Perez, Julie Lippman, Jeremy Markowitz, Robert Freed
Left to Right (Bottom Row): Thomas Mohr, Steve Sinderbrand, Christopher Cobb, Mark Lippman, Bryan Stein, Joseph Bancheri
LifeSync® is an advice and planning experience that “syncs” your financial objectives with your values and aspirations. It offers you and your Financial Advisor the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and update your approach whenever necessary.
We are here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to help you access market performance data faster and easier.
Advice is our business. LifeSync® is how we deliver it.