Services

Your child’s future is your legacy. We offer tax efficient and estate planning strategies that address the rising cost of education.

To help you or your business prepare for the expected and unexpected, we optimize your cash flow needs, provide liquidity, and automate disbursements across multiple recipients and channels.

Every situation is different. However, in each scenario, we deploy your capital across various asset classes in a tax efficient manner that aligns your total return with your investment goals.

We have robust software that allows us to assess how much you can reasonably expect to live off your investments without exposing you to undue risks.

In advance of your next chapter, we help evaluate your benefits through your employer, when you should take Social Security, and identify reasonable spending goals. We also deconstruct your portfolio in a way that address the need for income as well as potential growth of principal.

For our clients who are business owners, we design and manage retirement plans that they can offer to their employees. We also meet with the employees to make sure they are receiving the right advice. We also provide liquidity and consulting services.

^* Wells Fargo Advisors Financial Network is not a legal or tax advisor.

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 (AL, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MO, MT, NC, NJ, NV, NY, OK, PA, RI, SC, TX, VA, 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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