Working With Individuals & Families

There are many important milestones that families experience, including: marriage, divorce, career change, children, retirement, home purchase, education and more.  These events represent both the joys and the challenges of life. With a vested interest in our clients’ long-term success, we work diligently to ensure they are prepared to meet life’s milestones:

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  • How much do we need to be setting aside for retirement now?

  • How much do we set aside for our child or grandchild’s education?

  • How will a job change at this point in our career affect our retirement planning?

  • Can we afford to have a second home?

  • What insurance coverage do we need to protect our family and assets?

  • What tax efficient investment strategies are available?

  • How do we create a new roadmap for my own retirement after divorce?

With retirement approaching, plans must be adjusted to help preserve your assets and strategies put in place to provide you with the retirement income you need. We work with our clients to help them address many important questions as they approach retirement:

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  • As we approach retirement, how should we adjust our investment strategy and savings plan to optimize income in retirement?

  • What tax efficient investment strategies are available to help reduce taxes in retirement?

  • How do we incorporate the timing and options of pension and social security income streams into our planning?

  • How do we prepare for health care costs in retirement and should I enroll in the Traditional Medicare option or the Medicare Advantage?

  • How do we reduce market volatility as we approach retirement?

  • How do we incorporate the effects of inflation on our retirement spending needs?

  • How do we prioritize our goals and ideal retirement scenario into a cohesive retirement plan?

We continue the investment planning process throughout retirement to help preserve and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including:

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  • How do I establish my budget now that I have stopped working?

  • How often should I review and adjust my investment/income plan?

  • Are there ways to boost my retirement income?

  • What investments are available to help potentially reduce my taxes?

  • What are my insurance needs in retirement?

  • How have my estate and charitable gifting plans changed?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

 



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 offered through nonbank insurance affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

We help make complicated things more clear, know the right questions to ask and listen for the answers.

Trevisan Bearce Group

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 (AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NV, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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