Clarify your values, goals and objectives
Assess your current financial situation
Identify short-term and long-term financial priorities
Consolidate accounts and assets
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Define an ideal and acceptable lifestyle
Identify sources of income
Seek to optimize spending and saving priorities
Develop and implement your plan
Customized risk management
Access life insurance and long-term care insurance
Design wealth replacement strategies
Implement retirement savings strategies
Design tax-efficient customized streams of income
Recommend spending strategies
Calculate required minimum distributions
Identify Social Security and Medicare strategies
Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:
Securities-based lending
Real estate financing
Specialized lending solutions
Customized credit and cash management strategies
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Educational Funding and Planning
Implement 529 college savings plans
Coordinate collaborative meetings
Estate Documents and Tax Return Reviews
Implement tax-efficient investing strategies