Our Comprehensive Services
Multi-Generational Investment Planning:
Our multi-generational investment planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity and advice necessary to plan for the responsible stewardship of your family's wealth over generations.
Risk Management:
Insurance protection is a crucial component of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, the Vaughn/Dyer Wealth Management Group provides you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.**
Estate Investment Planning Strategies:
We will review your current estate plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning. ***
Business Solutions:
We provide corporate executives and small business owners with recommended strategies designed to help increase corporate and personal net-worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.
Education Funding
We provide analysis to enable you to determine approximate costs and identify the best tax-efficient funding solution, whether that's a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.
Banking and Lending*
I can provide access to Wells Fargo affiliate products and services such as:
- Wealth Planning
- Private Banking
- Trust and Fiduciary services
Retirement Planning and Cash Flow Strategies
Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.
Tax Planning Strategies
While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your strategy and long-term objectives in full context, there are several tactics you can use to seek to minimize tax liabilities.*
Charitable Giving
We help individuals and families define their charitable and philanthropic objectives and offer potential strategies to help achieve those goals in a tax-efficient manner.
*Wells Fargo Advisors is not a legal or tax advisor.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way intended as an invitation to replace your existing coverage. Such an exchange is often no appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as through review of your existing coverage.
***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 agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way intended as an invitation to replace your existing coverage. Such an exchange is often no appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as through review of your existing coverage.
***Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.