Our philosophy is premised on understanding the importance of taking a 3-Dimensional wealth and risk management approach to your life. Our “3D FORMula” entails crafting a detailed Envision® Plan that focusses on your life, incorporates a long-term investment strategy that involves prudent investment strategies and striving to be prepared for the unthinkable. We believe we can be most effective by helping our clients create a clear picture for dealing with the puzzle that is life and all of its uncontrollable aspects.
We believe there are numerous aspects to the overall planning process that should be taken into consideration, such as:
Wealth Management
Our process follows the path of prudent investment strategies and proper asset allocation based on your Envision Plan.
Risk Management*
Making sure our clients are properly insured, so that if the unthinkable happens, the family/business is protected.
Estate Management**
Working closely with your trusted estate attorney to make sure that wills, trusts, power of attorneys are in place so that assets can be transitioned as desired, and to make decisions easier in times of sorrow.
Tax Management**
Always a concern, it is incumbent on us as the taxpayer to be savvy, not the taxman, which is why tax management is imperative. Proper tax management entails working closely with your trusted tax advisor to help ensure we keep as much money in your pocket as possible.
Debt Management
We believe it is important to strive to be in a position for anything, at any time. Critical life events will occur, for everyone, and we believe good decisions always stem from strong positions.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
**Wells Fargo Advisors and Markin Mickelson Financial Group of Wells Fargo Advisors do not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor, and or lawyer to help you meet your financial goals.
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.