To help you achieve your vision of retirement, we work with you to help plan for and achieve your financial objectives to and through retirement. Our planning strategies are designed to provide you with insights and sound financial advice and guidance from building wealth, getting retirement ready, enjoying retirement, fulfilling your philanthropic goals and planning to leave a legacy.


We aim to make complicated things clear and know the right questions to ask to help achieve your vision for the future.

Building Wealth

With many important financial goals on the horizon, we provide the discipline and the planning to help manage your wealth to meet your needs now and in the future.

We provide trusted advice and guidance for many questions that come up, including:


  • How much do I need for retirement?

  • What should I do with my retirement savings as I make a career change?

  • How do I make sure my investments stay aligned with my goals?

  • What insurance coverages do I need to protect my family and my assets?

  • How do I save for my children’s educational expenses?

  • What strategies are available to help support future philanthropic goals?

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




Wells Fargo Advisors and its affiliates do 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.
Nearing Retirement

With your retirement years approaching, your wealth plan must be adjusted to protect your hard-earned assets.  We will help put the strategies in place to provide you with the retirement income you need. As you prepare and become retirement ready, we can help you answer questions such as:

  • How should I transition my retirement savings plan into a retirement income plan?

  • What options are available to protect the income I need to cover essential expenses?

  • How should I adjust my investment strategy as I approach retirement?

  • Can I reduce the effects of market volatility as I approach retirement?

  • How do I incorporate the effects of inflation on my retirement spending needs?

  • What are the options and decisions I need to make around Social Security, Medicare, and pensions.

  • What healthcare and long-term care insurance options do I need in place to protect my income, assets and lifestyle?

  • How do I build out my estate plan to protect assets and help transition my estate smoothly?



Wells Fargo Advisors and its affiliates do 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.
Enjoying Retirement

Our team is focused on helping you meet your goals in retirement. We help you prepare for what’s ahead and put together a retirement income plan to keep up with the future.

We can help you answer questions such as:

  • What risk-managed investment strategies are appropriate for my needs in retirement?

  • Are there ways to reduce my taxes and boost my retirement income?

  • How do we foster sound family financial values across generations?

  • Are my philanthropic and charitable donations made in the most tax efficient manner?

  • How do I best plan for healthcare and long-term care expenses?



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.
Leaving a Legacy


Helping you preserve and share your success with your family, during your lifetime and after. 


  • How can I responsibly pass my wealth to the next generation?

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

  • Would a trust help to protect and manage my assets for current and future generations in my family?

  • How can I provide financial security for my family member with a disability while maintaining eligibility for state and federal public benefits?

  • How can I effectively position a life insurance policy to maximize the benefit to my heirs?



 

Helping clients transform lives of success into lives of significance through philanthropic planning, during your lifetime and after.

  • What are the best options for making charitable gifts during my lifetime?

  • How can I use my IRA or other qualified assets to express my philanthropic interests?

  • What are the advantages and disadvantages of a Donor Advised Fund?

  • How can a trust benefit my family and my charitable interests?




Wells Fargo Advisors is not a legal or tax advisor. 
Menendez, Yoder & Hunt Retirement 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, CT, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. 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.

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

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