Cash Flow Analysis

Cash flow requirements
Savings strategies


Asset Management

Risk assessment
Asset allocation
Custom portfolios

Since no one investment program is appropriate for all investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity need before we introduce appropriate programs for you.

Insurance Planning

Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Long-term care strategies

Insurance products are offered through non-bank insurance affiliates of Wells Fargo and Company and are underwritten by unaffiliated insurance companies.

Retirement Planning

Retirement plan investments
Diversification strategies
Tax-efficient strategies


Income Planning

Retirement plan distributions
Social Security claiming strategies

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

“Go confidently in the direction of your dreams! Live the life you’ve imagined.” – Henry David Thoreau

AAA CTA retirement-goals.jpg