To lay the groundwork for your plan, our team must first understand your needs. Together with your help, we will develop a custom solution that helps meet the needs of you and your family. During this initial stage of developing a customized solution, we examine a variety of factors, your goals, your assets & liabilities, estate plans in place, and the retirement plans currently laid out. We look for opportunities to improve in mission-critical areas such as planning, fees, technology, reporting, and overall administration.

We are committed to offering unbiased, personalized guidance regarding life’s financial decisions.

Included in our relationship, we include the outlined services below when applicable:


Personal Planning Based Services

• Plan Creation
• Plan Implementation
• Plan Updates and Maintenance

Investment Services

• Equities & Fixed Income
• ETFs & Mutual Funds
• Alternative Investments
• Separately Managed Accounts
• Fixed Income Ladders
• Brokered Certificates of Deposits (CDs)

Education Planning

• 529 plans
• UGMA & UTMA

Insurance Planning

• Long-Term Care Insurance
• Annuities
• Assistance with personal Insurance

Lending Services¹

• Auto, Home, Credit Cards
• Custom Lending Solutions
• Commercial Lending
• Securities Based Lending

 
Banking Services through Wells Fargo Affiliates

• Checking & Savings Accounts
• Foreign Currency Purchases
• Assistance with wires

 
Integration of Employer Benefits into overall plan

• 401(k) & 403(b)
• SEPs & SIMPLEs
• Pension Plans
• Stock Option Plans
• Restricted Stock Plans
• Deferred Compensation

 
Tax Planning Guidance

• Coordination with your tax advisor or CPA
• Tax-efficient investment strategies

Estate Planning Strategy

• Coordination with Estate Lawyer
• Trust Account Creation
• Trust Services²

Corporate Services

• Cash & Treasury Management
• Succession planning
• Employee Benefit programs
• Financial Wellness for employees

 

1. 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) 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.:
2. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

 

 

Equal Housing Lender