Investment Management
- Goals-based strategies
- Risk profile assessment
- Rebalance strategies
- Retirement income strategies
Retirement Planning
- Retirement plan investments and distributions
- Retirement income strategies
- Stock option grants or restricted stock
- Social Security claiming strategies
Business Services
- Employer sponsored retirement plans
- Business valuation
- Non-qualified retirement plans
- Cash balance plans
Institutional Consulting & Endowments
- Foundations/Endowments
- Non-profits & charitable techniques
- Investment policy statement review
Life Transitions Strategies
- Death of a loved one
- Job change
- Coping with Illness
- Marriage
- Birth of a child
- Sudden income
- Divorce
Wealth Preservation Strategies
- Types of ownership; beneficiary designations
- Wealth preservation strategies
- Family wealth planning with next generation
- Tax efficient investment strategies
Risk/Insurance Planning
- Adequate insurance protection
- Management plan for incapacity/disability
- Healthcare expense planning
- Long-term care strategies
Access to Wells Fargo affiliate products and services such as:
- Wealth planning
- Private banking
- Trust and Fiduciary Services
- Insurance
Charitable and Community Giving
- Discuss various charitable techniques
- Explore strategies to instill philanthropic values in the next generation
Planning Consultations
- With your chosen Attorney
- With your chosen Tax Advisor
- With your family and loved ones
- Corporate Trustee Services
Wells Fargo Advisors does 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 agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.