Our Services

Envision® Planning
 

We Start With Your Life and Plan Your Money Around It

You only get one life. It's up to you to make the most of it and to live the best life you can. Your best life starts with a vision for what you want to accomplish and what you're able to strive to achieve with the resources you have.

Envision Planning is designed to help you identify and prioritize your goals. This unique process creates an effective, easily followed roadmap with personalized milestones to help you discover whether you have the financial resources to live your life the way you want.  www.envisionyourgoals.com

We serve individuals and businesses in all areas of financial management, including:

  • Retirement Planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax Efficent Planning
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate Planning Strategies
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk Management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education Funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.   
  • Employee and Executive Benefits
    Helping your business attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.  CAR 0718-00751