How We Can Help You

If you are already a client, you may have participated in our investment management process as described below. However, if you are not a current client, and are trying to determine if our practice is right for you, we suggest you participate in the following types of informational meetings.

1) Second Opinion Service

Sometimes, a fresh set of eyes can see what others may miss! Our Second Opinion Service may be just what you need to understand your current portfolio strategy and help ensure it's in line with your current investment objectives. This service is offered free of charge to those investors who may question how their financial accounts are doing. Learn More 

2) Personal Discovery Meeting

Our goal at this important meeting is to get to know you and understand your personal situation – focusing on you, your family, your life and goals. Through a series of questions we unearth what is truly important to you so we can make recommendations for your future. Learn More   

At the completion of these complimentary meetings, we will be able to mutually see if our services may add significant value to you!

Many successful individuals and families choose us for a wide variety of portfolio and asset management products and services. We offer guidance on these and more.

    Portfolio Asset Management
    Trust Fund Asset Management
    Retirement Income Planning
    Inheritance Planning
    Tax-Free Municipal Bond strategies
    Mutual Fund and Exchange Traded Fund
    401(k)/403B and Simple IRA Plans
    Roth IRA and Roth Conversion
    Tax-deferred Annuities

We Can Help You With Your Retirement Planning


Are you saving enough to retire? Do you know when you can retire? Do you know how much you will be able to spend per month when you retire?


Many people have saved diligently throughout their working years – accumulating a variety of IRA’s, pension plans, annuities, and more. Yet, many are still concerned about outliving their savings.

Retirement Distribution Plan Analysis

This powerful program will help answer questions such as: Will my current retirement savings provide the quality life we expect, and last through both of our lifetimes? A variety of strategies can be tested, and the scenario that produces the best financial results can be implemented. For example, we can test whether you should begin spending your IRA/Pension monies before or after your personal or trust funds.

We can help clients evaluate questions such as: should I retire now, or in two years, five years, etc, and how this decision will impact my quality of life. Our investment planning process is dynamic and can take into account many financial scenarios to help you make one of the most important decisions of your life – when can I retire, and what strategies may help to ensure the ability to preserve with the same quality of life I have today in retirement? 

Income from municipal securities is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax-free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT).

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

Wells Fargo Advisors Financial Network is not a legal or tax advisor.