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
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College savings accounts
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529 college savings plans
Insurance Planning
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Adequate insurance protection
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Management plan for incapacity/disability
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Healthcare expense planning
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Long-term care strategies
Charitable Gifting
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Discuss various charitable techniques
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Explore strategies to instill philanthropic values in the next generation
Estate Investment Planning
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Types of ownership; beneficiary designations
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Wealth preservation strategies
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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 bybanking 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 Oversightunder 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 andis licensed as a residential mortgage broker (license number MB2234) in Massachusetts. 