Second Opinion Service 
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Are you interested in a different perspective on how likely it is you'll reach your retirement income goals?

Or, maybe you just need a confirmation that your plan is on track to having enough money to retire? 


What to expect when you meet with us

During our complementary, no obligation meeting, we'll talk about your financial objectives, cash flow requirements, life goals, family situation and concerns. We'll ask questions, evaluate your current plan and provide either:


1)  Recommendations for changes designed to increase the likelihood of reaching your goals and objectives; or


2)  A confirmation that what you're doing now is working to your advantage


Our professional advice is always delivered in a friendly, straight-forward manner. Our recommendations are clear, easy-to-understand, and delivered in plain-English — without investment jargon.

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 (AZ, CA, CT, FL, GA, IL, IN, MA, ME, MI, NC, ND, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VT, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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