Our services

We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning

Make the most of your employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage assets before and during retirement.

Tax Management Strategies*

Make sure your portfolio is tax-efficient. Develop tax-efficient investment strategies. Referrals to qualified tax specialists.

Estate Planning Strategies*

Work with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education Funding

Recommend investment and accumulation strategies to help you pay for your children's education.

Liability Management Strategies**

Review existing insurance policies.


Determine your asset-allocation needs. Help you understand your risk tolerance. Recommend the appropriate investment vehicles to help you reach your goals.

Employee and Executive Benefits

Help your business attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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