When you’re planning for retirement, there are many things to take into account.

homepage wheel TEAL NEW.png

At what age do you plan to retire?
homepage wheel TEAL NEW.png

Should you consider consolidating your accounts?
homepage wheel TEAL NEW.png

How and when do you claim social security?
homepage wheel TEAL NEW.png

How do you replace your paycheck after retirement?
homepage wheel TEAL NEW.png

Are your investments as tax-efficient as they can be?
homepage wheel TEAL NEW.png

Is your estate plan up to date?












Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.

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.

Whether retirement is still years away or if it’s tomorrow, we can help you think through these important considerations when creating a plan that can help you retire.

Our retirement planning services are designed to allow you to identify your specific goals and develop a plan to help you achieve them. We can assist in all aspects of your transition from working to retirement, such as balancing the need for income potential and your desire to leave a legacy. You have the flexibility to adjust your plan as necessary to support your desired pre- and post- retirement lifestyle. 
what do you value NEW.png

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 (AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MN, MO, NE, NJ, NM, NY, OH, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX