Plan






Keeping your values and goals in mind.

 
Your advisor will build a personalized plan to help connect the pieces of your financial life

 

Getting to work and doing our due diligence.

  • Adding your goals, and current financial picture
  • Incorporating your preferred risk’s suggested investment portfolio per goal

Creating a baseline we can work to improve upon:

  • Cashflow & Debt Optimization
  • Tax Optimization & Efficiency Strategies
  • Retirement Income & Protection Strategies
  • Social Secure Optimization
  • Comprehensive Insurance Review
  • Comprehensive Stress Testing

Your specific needs require specific experience.

 
While your advisor knows you best, managing your wealth is a collective endeavor. We will connect and bring in our specialists. Together, we will coordinate with your legal and tax professionals for more advanced due diligence.


*Wells Fargo Advisors does not provide legal or tax advice.
Zachary Firestone

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 (CO, NC, PA). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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