Clarify values, goals and objectives
Assemble financial statements
Identify immediate financial priorities
Define an ideal and acceptable lifestyle
Identify sources of income
Work to optimize spending and saving priorities
Develop and implement Envision® plan
Design tax efficient streams of income
Recommend spending strategies
Administer required minimum distributions
Identify Social Security and Medicare strategies
Insurance and Asset Protection**
Review and analyze needs and policies
Access life insurance and long-term care insurance
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Through our Wells Fargo affiliates, you have access to lending products, including:
Securities based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Analyze and coordinate retirement plan assets
Review executive stock compensation strategies
Works to optimize corporate benefits
Coordinate collaborative advisory meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
Coordinate discussions across multiple generations
Provide sound guidance to help instill values and good stewardship
Structure trusts to set guidelines for passing wealth to next generation