Your business has unique and complex needs. The Schweppe Group can work with you to customize solutions to help meet and address the specific needs of your company. In addition, The Schweppe Group can work closely with you, your attorney and your CPA to help you meet the financial goals of your business. We can assist with:

• Implementing an employee benefit plan
• Business insurance strategies
• Succession planning strategies

Wells Fargo Advisors is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.

Having an estate plan can help you pass on your assets in a way that reflects your values, dreams and the full life you've lived. Estate planning can also help you take care of your family when you're no longer able to do so yourself.

Some common goals of estate planning include:

• Helping protect your assets against the high costs of long-term care
• Managing your financial and legal affairs if you become disabled
• Expressing your wishes with regards to medical care, and designating an individual to make medical decisions for you when you cannot
• Providing for your family if you become disabled or die
• Minimizing delays and frustrations of estate settlement
• Helping your family avoid unnecessary estate tax liability
• Benefiting a charity
• Controlling the distribution of your assets

The Schweppe Group can help you with the estate investment planning process and work closely with you and your tax and legal advisors to implement the estate planning strategies that make sense for your situation. 

*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. 

Americans generously provide billions of dollars each year to not-for-profit organizations. While individual reasons for giving are diverse, U.S. tax laws provide considerable incentives for charitable giving. Fortunately, today’s donors can take advantage of gifting strategies that can increase the benefits of their gifts both for the charity and for themselves. Determining which charitable strategy best fits your situation can be a challenge. The Schweppe Group can help you determine the best gifting strategy.

*Wells Fargo Advisors is not a tax or legal advisor. Please consult with your tax or legal advisor to review the tax benefits for your personal information.

Planning for the future isn't a one-time event; it's an ever-evolving process that requires adjustments when your situation changes.

Part of the investment planning process is selecting from investment options that fit within your asset allocation strategy and work together to help you accomplish your investment goals. And because your goals and needs may be different from other investors, we're dedicated to providing the widest array of investment products to help you meet them. Whether you're looking for fixed-income investments, equity investments, or alternative investments, The Schweppe Group can help you find the investment products that are most suitable for your situation, financial goals, investment time frame, and risk tolerance.

Please refer to the sections listed in our Learning Center to learn more.

Whether your children or grandchildren are toddlers or teenagers, it’s only a matter of a time before they leave home, potentially for college. The cost of sending just one child to college for four years can be staggering, and tuition and fee hikes regularly outpace inflation. Rather than sending your children or grandchildren into the world with a burden of student-loan debt, you can save to help cover at least a portion, if not all, of their higher-education expenses.

Fortunately, parents and grandparents who intend to cover or contribute to their children’s education costs have more choices today than they’ve ever had. If you’ve not yet looked into an education savings plan, The Schweppe Group can help you choose among a variety of savings vehicles, including 529 plans, Education Savings Accounts (ESAs) and custodial accounts.

ENVISION^® PLANNING

Because life and the markets change over time, you need an investment plan that helps you know exactly where you stand — now, tomorrow, and in the years to come. Wells Fargo Advisors’ Envision process does just that.

It’s as true for financial matters as it is for life in general: planning for the future helps you know where you’re headed and feel confident in where you stand in relation to your goals. The Schweppe Group’s commitment is around helping clients plan effectively, invest wisely, and map a realistic course towards future years. We leverage The Envision process’ tools and technology to discuss your life expectations, prioritize your goals, decide on an appropriate investment strategy, and track your progress.

Retirement planning isn't just something that happens late in life. It's something you create now with the decisions you make every day. From determining your goals to choosing investments, you make financial decisions that may help enrich your life not only in retirement, but each step along the way.

Whether you're in your 20s and think you have all the time in the world to save for retirement or in your 50s and have discovered that you should have started planning for retirement in your 20s, The Schweppe Group’s retirement planning services are designed to help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them. The Schweppe Group can help you:

• Prioritize your retirement plans and goals
• Determine your income needs
• Identify issues and opportunities
• Recognize and manage retirement risks
• Identify potential strategies for addressing gaps
• Implement a retirement income strategy
• Review and update your strategy

Whether you're just starting your retirement planning, well on your way to retiring, or are already retired, The Schweppe Group can provide the planning services you need to navigate the retirement process.