Services To Enable A Life Well Lived

Investment Management

Goals-based strategies
Risk profile assessment
Rebalance strategies
Retirement income strategies

Retirement Planning

Social Security claiming strategies
Retirement plan investments
Retirement plan distributions
Retirement income strategies
Stock option grants or restricted stock

Life Transitions Strategies

Death of a loved one
Job change
Coping with Illness
Birth of a child
Sudden income

Business Services

Employer sponsored retirement plans
Business valuation
Non-qualified retirement plans
Cash balance plans

Education Planning

Education savings strategies
Invest for children or grandchildren
Identify suitable tax-advantaged investments

Wealth Preservation Strategies

Types of ownership; beneficiary designations
Family wealth planning with next generation
Tax efficient investment strategies

Risk/Insurance Planning

Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Long-term care strategies

Access to Banking and Lending and Trust services through Wells Fargo affiliates

Residential mortgage
Securities-based lines of credit
Business lending
Access to trust services

Charitable and Community Giving

Discuss various charitable techniques
Explore strategies to instill philanthropic values in the next generation

Cash Flow/Cash Reserve

Emergency funds
Cash alternatives
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Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Lender.jpg