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.

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WY). 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.

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