Our Services

Our comprehensive solutions designed to suit your unique needs.

In addition to our in-depth planning and comprehensive investment approach, we offer a wide range of wealth management solutions, including:

Retirement Planning

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Estate Planning Strategies*

We will review your current estate plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

Investment Planning

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisor, Tracy begins with a deep understanding of your ﬁnancial priorities and then apply appropriate ﬁnancial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve, and transition your wealth.

Wealth Protection Strategies**

We believe insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.

Business Solutions

We provide corporate executives and small business owners with recommended strategies designed to help increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.

_{*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.}

_{**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not suitable due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.}