We serve individuals and businesses in all areas of investment planning, including:
Retirement Planning - We can help you make the most of your employer-sponsored retirement plans and IRA's, and determine how much you need to retire comfortably. We can manage your assets before and during retirement.
Tax Management - We can develop tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden, and refer you to qualified tax specialists.
Estate Planning Strategies - We work with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs, all the while coordinating with your tax and legal advisors.
Education Funding - We can recommend investment and accumulation strategies to help you pay for your children's education.
Risk Management - Although not many of us like to think about insurance, it is a necessity in many cases. Whether you’re creating a buy/sell agreement, are a professional or business owner seeking to cover yourself from disability, need basic term life insurance, or are looking to design ways to pass assets along to your loved ones in a tax friendly way, we can help build a strategy for you. We’ll work with you and educate you on various insurance strategies using our experienced strategic partners.
Investment Planning - We will uncover your asset-allocation needs and help you understand your risk tolerance, then recommend the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits- We can help your business attract and retain qualified employees through benefit packages.
Corporate/Business/Non-Profit Retirement Plans - The Pitti Group acts as a resource and independent advisor to businesses and non-profits that want to offer an important and valuable retirement benefit to their employees. We realize that you are busy running your business and don’t have time to ensure your retirement plan is up to date, compliant, properly designed, and competitive. We help business owners and benefit committees by creating a comprehensive process to manage all aspects of their plan. Our process includes an analysis of your existing plan, gaining an understanding of your business and type of employees, selection of a record-keeper (if necessary), investment monitoring and due diligence, and finally, educating employees on an as-needed basis.
Depending on the employer, number of locations and employee type, we can offer group presentations live, or via conference call and webinar. We will also meet one-on-one with employees participating in the plan. We work with partners across the country for those clients with multiple locations.
We will be as proactive as you’d like us to be with you and your employees, as each business culture is different. Whether you have a SEP, SAR-SEP, SIMPLE, 401k, 403b, or Defined Benefit plan, we will work with you and your employees to ensure your plan is accomplishing the goals it was designed to meet.
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. 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 offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.