Wells Fargo Advisors

Specializing in Retirement Wealth Management, our goal is to seek consistent returns while meeting our client's expectations.

 

Planning for retirement is our business, and we take it seriously. We have worked with hundreds of clients, just like you, to clarify and prioritize major financial goals, and to establish the cost, a timetable, and a plan to help fulfill them. We can help you identify the hidden risks of investment products, understand tax and estate-planning issues and analyze your insurance policies. We do not offer tax advice nor are we attorneys, however we do have access to Estate planning specialists. With over 36 combined years in the business of investment planning, you can rest assured we will work on your behalf. 
 
Our team holds the following additional designations; Chartered Retirement Planning Counselor, Certified Investment Management Consultant and Certified Investment Management Analyst.
 
If you require personal financial advice, we'd like to hear from you. Feel free to contact our office at your convenience during our business hours of 9 to 5, Monday through Friday, excluding holidays. 
 
 
We look forward to helping you create a retirement plan
you can feel good about.
 
 
 
 


 

 

 

 
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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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Market Watch

January 27, 2012 @ 07:27 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
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