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

How Long Will Your Funds Last?

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Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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Market Watch

January 27, 2012 @ 10:38 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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