“Planning is bringing the future into the present so that you can do something about it now.” ― Alan Lakein

Building Wealth

There are many important milestones that families experience, including: marriage, divorce, career change, children, retirement, home purchase, education, and AAA Building Wealth-100.jpgmore.  These events represent both the joys and the challenges of life. With a vested interest in our clients’ long-term success, we work diligently to ensure they are prepared to meet life’s milestones:

  • How much do we need to be setting aside for retirement now?

  • How much do we set aside for our child or grandchild’s education?

  • How will a job change at this point in our career effect our retirement planning?

  • Can we afford a second home?

  • What insurance coverage do we need to protect our family and assets?

  • What tax-efficient investment strategies are available?

  • How do we create a new roadmap for my own retirement after divorce?

  • When is the best time to upgrade our home?




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.

Near Retirement

With your retirement years approaching, your wealth plan must be adjusted to protect your assets.  We will help put the strategies in place to provide you with the AAA Nearing Retirement-100.jpgretirement income you need. As you approach retirement, we can help you answer questions such as:

  • How should I adjust my investment strategy and savings plan to optimize income in retirement?

  • How do I incorporate the timing of my pension and social security income streams?

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

  • How do I prepare for rising healthcare costs in retirement?

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

In Retirement

Our team is passionate about 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 AAA In Retirement-100.jpgwith 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 boost my retirement income?

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

  • Are my 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.
AAA CTA retirement-goals.jpg