Everyone is unique – with their own personalities, relationships, memories, experiences and passions. We start by focusing on these critical areas of your life. The better we get to know you on a personal level, the more we understand your needs and wants. We then collect all the data and information that makes up your wealth. Including your investment and retirement accounts, insurance and long-term care information, current and expected cash flows, tax and social security information, as well as your real estate and mortgage values.
Wells Fargo Advisors does not provide legal or tax advice.
After we know what you have, we can evaluate the structure of your wealth. Then we develop a plan to include retirement scenarios, income and cash flow analysis, tax-efficient strategies, investment and portfolio analysis, risk tolerance, portfolio analysis, stress tests, etc. We tailor the plan and our recommendations to make sure that they fit your unique situation and are aligned with your goals.
Wells Fargo Advisors does not provide legal or tax advice.
Once the plan is reviewed and agreed upon, together we take the steps to implement the recommendations. But this is not a “set it and forget it” plan. We understand that life always brings change, both good and bad. Which is why we reevaluate your situation and modify your plan as your life changes.
Wells Fargo Advisors does not provide legal or tax advice.
Everyone is unique – with their own personalities, relationships, memories, experiences and passions. We start by focusing on these critical areas of your life. The better we get to know you on a personal level, the more we understand your needs and wants. We then collect all the data and information that makes up your wealth. Including your investment and retirement accounts, insurance and long-term care information, current and expected cash flows, tax and social security information, as well as your real estate and mortgage values.
Wells Fargo Advisors does not provide legal or tax advice.
After we know what you have, we can evaluate the structure of your wealth. Then we develop a plan to include retirement scenarios, income and cash flow analysis, tax-efficient strategies, investment and portfolio analysis, risk tolerance, portfolio analysis, stress tests, etc. We tailor the plan and our recommendations to make sure that they fit your unique situation and are aligned with your goals.
Wells Fargo Advisors does not provide legal or tax advice.
Once the plan is reviewed and agreed upon, together we take the steps to implement the recommendations. But this is not a “set it and forget it” plan. We understand that life always brings change, both good and bad. Which is why we reevaluate your situation and modify your plan as your life changes.
Wells Fargo Advisors does not provide legal or tax advice.