Services


I serve individuals and businesses in all areas
of investment planning, including:

• Retirement planning - Help making the most of your employer-sponsored
retirement plans and IRAs. Determining how much you may need to
retire comfortably. Managing assets before and during retirement.

• Tax management* - Help making sure your portfolio is tax-efficient.
Developing tax saving investment strategies. Referring you
to qualified tax specialists.

• Estate planning* - Working with our estate-planning and
trust specialists to review your wills and trusts, help preserving
your estate for your intended heirs, help with beneficiary
designations, reduce potential exposure to estate taxes and
probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommending investment and accumulation
strategies to help you pay for your children's education.

• Risk management - Reviewing your specific situation for
potential insurance needs. **

• Investments - Determining your asset-allocation needs.
Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals.

• Employee and executive benefits - Helping your business
attract and retain qualified employees through benefit packages.



*Wells Fargo Advisors Financial Network, LLC does not provide tax or legal advice. Please consult with your tax and legal
advisors before taking any action that may have tax consequences. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.
**Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.  Wells Fargo Advisors Financial Network, LLC is a separate non-bank affiliate of Wachovia Corporation.