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What we offer

Retirement Plan Solutions

Employer sponsored & individual plans

Retirement Product Consulting Team

Retirement planning forms a cornerstone of our investment planning services, involving detailed analysis of retirement income needs, evaluation of current retirement savings strategies, optimization of employer-sponsored retirement benefits, Social Security planning, and development of comprehensive retirement income strategies designed to provide financial security throughout retirement years. Even if you already participate in a qualified employer sponsored-retirement plan (QRP) such as a 401(k), 403(b) or governmental 457(b), an IRA can help supplement these savings. Similar to a 401(k), IRAs offer the potential for growth in a tax-advantaged account. Over time, that can make a significant difference in your retirement savings.

Traditional & Roth IRA 

Traditional IRAs offers tax-deferred growth potential as you pay no taxes on any investment earnings until you withdraw or “distribute” the money from your account, presumably in retirement. Roth IRAs offers tax-free growth potential as earnings are distributed tax-free in retirement. Since contributions to a Roth IRA are made with after-tax dollars, there is no tax deduction regardless of income.

Wells Fargo Advisors Financial Network does not provide tax or legal advice.

Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations. Dividends are not guaranteed and are subject to change or elimination.