Our Planning Process



Our planning process is designed to help bring clarity to your financial life. It helps you align your financial life with your real life. As we work together, we will explore your life goals, plan your investments around benchmarks that hold real meaning and you can track your progress toward them.

 

Step 1. Starting the conversation

  • We uncover the details of your financial life and discuss your long-term and short-term goals


Step 2. Learning about your situation

  • Gather information and details of your current financial situation.


Step 3. Creating your customized plan

  • Strategic asset allocation

  • Risk management strategies

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

 

Step 4. Dealing with change

  • Personal approach and high level of client service

  • We are here to talk through any necessary adjustments to your strategy

The Kelleher Group of Edwards Asset Management

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, CT, DE, FL, GA, ID, IL, IN, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, 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.

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