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"Here is a simple but powerful rule: always give people more than what they expect to get."

-Nelson Boswell, Author

Summary of Services

Integrated Financial Solutions

The Kief Wealth Management Group can implement a full-service program to meet most requirement.

Comprehensive Investment Planning

  • Pre- and post-retirement planning
  • Personal net worth review and update
  • Coordination with other professional advisors
  • Education-funding strategies
  • Self-directed IRAs
  • Consultations to help educate employees about their 401(k) choices
  • Planning for lump-sum periodic distributions

Private Wealth Management

  • Customized asset allocation
  • Assistance in defining investment objectives and risk tolerance
  • Investment policy statement development assistance
  • Investment consulting for fiduciaries
  • Tax-efficient investing strategies1
  • In-depth performance analysis and reviews
  • Portfolio rebalancing
  • Online access to account information

Fixed-Income Investments

  • Bond ladders of staggered maturities
  • Mortgage-backed securities
  • Tax-efficient municipal bonds
  • U. S. government securities, including agencies, Treasuries and zero-coupon bonds
  • Preferred and convertible stocks

Services for Business Executives

  • Strategies for concentrated stock positions
  • Employee stock-option exercise and sale
  • Exchange funds
  • Forward sales and collars
  • Investment advice on the proceeds or sale of a business
  • SIMPLE and SEP-IRA plans
  • Retirement-plan analysis, including design and implementation of qualified plans, including 401(k) and 403(b) plans and non-qualified benefits
  • Key-person life insurance4

Disclosures

All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security, including the possible loss of principal.
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
 
Through our Wells Fargo affiliates, you have access to banking services, including:
• Securities-based lines of credit
• Residential mortgages
• Home equity financing
• Small-business financing
• Credit cards
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Wells Fargo Advisors does not provide legal or tax advice.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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