Robert Saak, Senior Financial Advisor, Senior Vice President-Investments
Alexander Saak, Financial Advisor

Families & Individuals

As an experienced Wealth Management team, we have worked with many different families and have seen a wide range of financial challenges. That’s why, when we first meet with you, it’s important for us to understand your family dynamics. With this understanding, we can design strategies that are tailored to your specific needs and help address any concerns you may have.

Some questions that we can provide guidance on are:

  • How much do we need to be setting aside for retirement now?
  • How will a job change at this point in our career effect our retirement planning?
  • What can I do to potentially reduce the taxes I am paying on my investments?
  • How should I plan for healthcare costs in retirement?
  • How can I make the most of my philanthropic giving?
  • What are appropriate ways to help fund my children or grandchildren's education costs?
  • How can I prepare for personal and financial independence as I age?
  • Are my insurance and risk management plans appropriate?
  • How do changes in estate taxes impact my overall wealth plan?
  • How can I put together a legacy plan for distributing my estate according to my wishes?

Retirement Services

Ready for a discussion? Email us

Wells Fargo Advisors is not a legal or tax advisor.

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
This information is intended for use only by residents of (CA, CO, FL, HI, IA, KS, MN, NV, OK, OR). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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