Comprehensive Services
As your trusted Financial Advisor, I help you and your family organize your financial affairs and build a Roadmap to help support the life you’ve envisioned. Together, we will explore the most appropriate products and services to help achieve your financial goals and lifestyle needs.
Wealth Planning
Clarify goals, values, and objectives
Comprehensive planning strategies
Personalized Financial Roadmap
Spending and saving strategies
Financial education and counsel
Investments
Investment portfolio review
Portfolio management strategies
Cash flow strategies
Retirement Planning
IRAs and distribution options
Roth IRAs and conversions
Retirement savings strategies
Tax-efficient income replacement strategies
Qualified Charitable Distributions
Social Security and Medicare strategies
Estate Planning Strategies
Charitable giving strategies
Donor Advised Funds
Wealth transfer strategies
Beneficiary and account titling review
Education Planning
College savings strategies
529 plans
Private school funding
Executive and Professional Services
Concentrated stock strategies
Executive compensation planning
Risk Management/Insurance
Life insurance review
Long-Term Care planning
Disability insurance
Access to Lending Services Through Wells Fargo Affiliates*
Securities-based financing
Residential mortgage purchases & re-financing
Home equity financing
Coordination with other professionals
Collaborative meetings with CPA and Attorney
Implement tax-efficient investment strategies
*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
