Our goal is to help you simplify and organize all aspects of your financial life by providing ongoing comprehensive guidance and advice to help you and your family achieve a lifetime of financial security along with the quality of life you’ve worked hard to achieve.

Planning Services

  • Comprehensive Wealth Management
  • Formalize and monitor financial goals
  • Cash flow analysis
  • Debt management advice
  • Comprehensive, individualized long-term investment plan
  • Health care cost planning
  • Social Security
  • Education expense planning
  • Health Savings Account advice
  • Charitable and community giving

Wealth Management Services

  • Comprehensive unbiased investment planning
  • Develop risk-adjusted asset allocation strategies
  • Recommend appropriate portfolio managers and advisory platforms
  • Periodic investment goal and plan reviews
  • Customized portfolio and performance reporting
  • Monitor performance
  • Monitor market and economic environment
  • Allocation rebalancing
  • Risk Analysis
  • Economic and market updates

Retirement Lifestyle Planning Services

  • Retirement income planning
  • Retirement budget and expense analysis
  • Roth IRA strategies
  • Tax efficient retirement  income planning
  • Income longevity analysis
  • Calculate Required Minimum Distributions
  • Funding healthcare in retirement
  • SSA/Medicare benefit strategy
  • Glide path strategy
  • Beneficiary designation strategies

Multigenerational Client Service

  • Education funding For children and grandchildren
  • Retirement funding strategies for children
  • Friends and family planning and advice
  • Financial education for young adult children
  • Elder care advice
  • Identity theft advice
  • Advice on purchasing or leasing vehicle
  • Advice and guidance on many other topics

Estate Planning Services

  • Services to organize personal documents and records
  • Review estate plan documents
  • Coordinate with estate planning attorney
  • Legacy and digital asset planning
  • Wealth transfer strategies
  • Review beneficiary designations and advanced directives
  • Review account titling
  • Survivor to-do list
  • Personal representative guidance
  • Estate settlement guidance
  • Power of attorney
  • Disclaiming strategies

Risk Management Solutions

  • Longevity risk planning
  • Sequential risk planning
  • Life insurance review
  • Disability insurance review
  • Long-term care insurance review
  • Determine the appropriate amount of insurance
  • Evaluation and plan for inflation risk

Tax Planning Strategies and Services

  • Coordinate with your CPA
  • Tax efficient investing
  • Tax efficient income planning

Corporate Client Services

  • Stock option analysis and transactions
  • Rule 144 services
  • 10b5-1 trading plans
  • 401k retirement plan review and analysis

Access to Lending Products and Services (through Wells Fargo affiliates)

  • Securities-based financing
  • Residential mortgages
  • Home equity financing
  • Business financing
  • Credit cards
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Lending anupdate to: 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), Member FDIC, 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 is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.

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

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC