Retirement Planning

Retirement plan investment selection

Retirement savings strategies


Liability Management

Through our Wells Fargo affiliates*:

Securities-based lines of credit

Residential mortgages

Home equity financing

Small-business financing

Credit cards


Investment Management

Goals-based strategies

Tax efficient investment strategies

Cost-effective investment strategies


Retirement Income Management

Retirement income strategies

Social Security claiming strategies

Retirement plan distributions

College Investment Planning

College savings accounts

529 college savings plans


Insurance Planning

Adequate insurance protection

Management plan for incapacity/disability

Healthcare expense planning

Long-term care strategies


Charitable Gifting

Discuss various charitable techniques

Explore strategies to instill philanthropic values in the next generation


Estate Investment Planning

Types of ownership; beneficiary designations

Wealth preservation strategies

Family wealth and next generation planning


Asset Allocation

Portfolio construction

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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

* Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing icon.png

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