Rob Renicker, CFP

Managing Partner

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833.255.6111
6101 S. Broadway Avenue, Suite 115, 
Tyler, TX  75703
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Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money.

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News and Insights

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Gifting Strategies

What Gifting Strategies Are Available to Me?

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

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Your Investments: What Happens Next?

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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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
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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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