Our Services

We serve clients in all areas of investment planning and insurance including:

Investment Planning - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Retirement Planning - 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.

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.

Tax Management - Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Risk Management - Reviewing existing insurance policies. Finding the best policy for your situation. 

Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.

Qualified Plan Consulting: Facilitating a qualified retirement plan that meets diverse employee needs while containing costs requires dedicated teamwork.  Your organization – and your employees – deserve a team of retirement plan experts committed to their long-term success.

Trust Services: We can design a trust investment account that:

  • Reflects your values
  • Provides for lifetime goals
  • Helps ensure an orderly transition of wealth for your family

In addition to helping establish a trust, we provide detailed, comprehensive and objective monitoring of trust portfolios to keep you apprised of how your trust investments are performing compared to appropriate benchmarks and your objectives.

We often act as a liaison to attorneys, CPAs and other professionals and appreciate being able to work within a team to accomplish what we believe to be the best possible long-term client outcomes.

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 non bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.