Services

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