We help individuals and families address their investment planning needs at every life-stage

Whether your goals are saving for a home, for college, or building your savings to achieve your retirement dreams, creating an investment plan and adapting to your changing goals and priorities is the path to success. We work with you to address your investment planning needs throughout your life, including:

Accumulating Wealth

Building your plan for the future is an exciting opportunity but can be a challenge with so many demands on your time and attention. With many important financial goals on the horizon, we provide the discipline and the planning to help manage your wealth to meet your needs now and in the future. We provide trusted advice and guidance for many questions that come up, including:

  • When should I start saving for retirement?

  • How much do I need for retirement?

  • How can a disciplined budget help me plan?

  • How do I make sure my investments are aligned with my goals?

  • What insurance coverages do I need to protect my family and my assets?

  • How do I save for my children’s educational expenses?

  • What are my options for liability management?

  • What can I do to reduce the taxes I am paying on my investments?

Living in Retirement

We continue the investment planning process throughout retirement to protect, preserve and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including:
  • How do I adjust my budget now that I have stopped working?

  • How often should I review and adjust my investment/income plan?

  • Are there ways to boost my retirement income?

  • What investment strategies are available to help minimize my taxes?

  • What are my insurance needs in retirement?

  • How have my estate plan and charitable gifting plans changed?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

Wells Fargo Advisors and its affiliates do 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.

Wealth transfer to help preserve your legacy

We will create a roadmap for your family designed to preserve your legacy, provides for your loved ones, and protects them in the future. We help address questions, including:
  • How do I responsibly pass my wealth to the next generation ?

  • How can a trust help to protect and manage my assets for current and/or future generations in my family?

  • How can I provide financial security for my family member with a disability while maintaining eligibility for state and federal public benefits?

  • How does a trust affect the heirs of my estate with probate and estate taxes?

  • What strategies can I use to instill philanthropic values in the next generation?

Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Nearing Retirement

With retirement approaching, plans must be adjusted to protect your assets and strategies put in place to provide you with the retirement income you need. We work with our clients to help them address many important questions as they approach retirement.

  • As I approach retirement, how should I adjust my investment strategy and plan?

  • What is my timing and savings goal for retirement?

  • How can I boost my retirement savings?

  • Can I retire early?

  • How are my insurance needs changing?

  • How have my estate plan & charitable gifting plans changed?

  • What Social Security benefits option is best for me?

Connect with us to discuss your wealth planning needs - Email Us