Our Services

Our individual planning approach combines wisdom, insight, and a deep understanding - not just of our clients' goals and objectives, but of their lives, families, interests, and passions. We offer the following services to help our clients with their long-term financial goals.

Retirement planning

We help our clients make the most of their employer-sponsored retirement plans and IRAs, and help clients determine how much they may need to retire comfortably. We help our clients manage assets before and during retirement.

Tax management¹

We help our clients make sure their portfolio is tax-efficient by developing tax saving investment strategies. We have access to qualified tax specialists.

Estate planning strategies²

Working with our estate-planning and trust specialists to review our clients’ wills and trusts, we can help preserve their estate for intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with their tax and legal advisors.

Education funding

We have recommended investment and accumulation strategies that can help pay for your children's or grandchildren’s education.

Investments

We help our clients determine their asset-allocation needs3 understand their individual risk tolerance, and then recommend investment vehicles to help reach their goals.

Employee and executive benefits

We help businesses attract and retain qualified employees through benefit packages.

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 (AZ, CA, CO, FL, IA, IL, KS, MD, MI, MO, NE, NV, OK, SC, SD, TN, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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