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.
Developing tax-efficient investment strategies by looking for ways to help reduce your current
and future tax burden. Referring you to qualified tax specialists.
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.
Recommending investment and accumulation strategies to help you pay for your children's education.
Reviewing existing insurance policies. Finding the best policy for your situation.
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending
the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
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 nonbank insurance agency affiliates of Wells
Fargo & Company and are underwritten by unaffiliated insurance companies.