Our Process

Our Process

We Begin By Listening To You

We bring our collective education and experience to each client relationship. We direct our energy, passion and expertise to the process of helping our clients succeed personally and financially.

  • Getting To Know You
  • Comprehensive Financial Overview
  • Analysis & Plan
  • Advice & Implementation
  • Evaluate
  • Ongoing Service & Reviews

We Harness The Vast Resources Of Wells Fargo

We bring the services, resources, and strength of Wells Fargo. We are supported by an outstanding team of estate planning attorneys, tax planning specialists, and insurance specialists, increasing the breadth of expertise we provide clients.*

Creating Retirement Income

We help clients make CRITICAL DECISIONS, such as those relating to retirement income planning, Social Security, Medicare, and legacy planning.

  • Determine Desired Lifestyle Spending
  • Evaluate Resources & Cash Flows
  • Determine Sustainability of Income
  • Illustrate Proposed Withdrawal Strategy
  • Transfer Interest & Dividends
  • Adjust & Evolve

Creating & Managing An Income Strategy

We help clients account for CRITICAL RISKS like longevity, inflation, taxes, market disruptions, and increasing health care costs.


* 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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals