Individuals & Families

Building deep relationships with you and your family takes time and trust. We draw on our experience and leverage the resources of Wells Fargo Advisors to help manage your wealth more efficiently. We design strategies to preserve and manage your wealth now and into the future. We help you answer questions, including:
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  • 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?

  • What strategies can I employ to fund unexpected expenses without having to liquidate assets?

  • 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?

Let’s Talk About Building a Wealth Plan for the Future. Email Us