The Blanchard Wealth Management Group
of Wells Fargo Advisors

Our Skills & Services

We assist individuals, families and businesses in the following areas:

We can assist you in the following areas:

·         Access to Lending and Banking Services through Wells Fargo Affiliates

·         Asset Allocation

·         Asset Protection Strategies

·         Behavioral Finance Coaching

·         Budgeting/Cash Flow Management

·         Charitable Giving Strategies

·         Cohesive Financial & Investment Strategies

·         College Planning & Education Savings Goals

·         Company 401(k) Plan Administration

·         Debt Strategies

·         Employer Benefit Package Assistance

·         Employer Retirement Plan Investment Assistance (401(k), 403(b), SIMPLE IRA and 457)

·         Estate Investment Planning

·         Financial Advisory

·         Financial Modeling & Goal-Based Projections

·         Insurance Coverage & Evaluation (Life & Long Term Care)

·         Investment Planning

·         Multigenerational Wealth Planning

·         Net Worth Statements

·         Relationship Management

·         Retirement Income Projections

·         Retirement-Plan Consulting

·         Retirement Planning

·         Retirement Savings (IRA, Roth IRA, SEP IRA, SIMPLE IRA, Individual 401(k) and Pensions)

·         Risk Management Strategies

·         Savings Strategies

·         Social Security Claiming Strategies

·         Strategic Planning

·         Tax-Efficient Investing & Strategies

·         Wealth Preservation Planning

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

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

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 (AZ, CA, CO, FL, HI, NV, OR, PA, TX, UT). 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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