Our Services

Retirement Planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

Special Needs Planning

We can help you provide a plan for a child with special needs so that he/she is equipped for the future.

Tax Management Strategies

Help making sure your portfolio is tax efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate Investment Planning

Working 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, probate costs and coordinate with your tax and legal advisors.

Education Funding

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

Risk Management Strategies

Reviewing existing insurance policies.

Investments

Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee and Executive Benefits

Helping 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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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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV). 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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