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.
Developing tax-efficient investment strategies by looking for ways to help reduce your current
and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies
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, and reduce potential
exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Recommending investment and accumulation strategies to help you pay for your children's education.
Reviewing existing insurance policies. Finding the best policy for your situation.
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 and its affiliates do not provide legal or tax advice.
Transactions requiring tax consideration should be reviewed carefully with your accountant
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.
Insurance products offered
through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten
by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.