Our Comprehensive Services

Retirement Planning and Cash Flow Modeling

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

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Estate Investment Planning

We will review your current estate investment plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans strategies or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Business Solutions

We provide corporate executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.

Employer Retirement Plans

Our team of seasoned retirement plan experts are passionate about delivering fully customized retirement plan solutions designed to achieve the objectives of plan sponsors. This includes reviewing fiduciary liability, optimizing plan designs for employees, and advocating for participants to make retirement readiness a top priority.

Medicare Coverage

Understanding your Medicare coverage choices can help you make smart decisions about your health care during retirement. It’s a common misconception that Medicare will be able to cover all of your care costs once you’ve retired. With this in mind, our team can help you review your Medicare coverage to ensure it still meets your needs.

Tax Planning Strategies

While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions, and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several tactics you can use to seek to help reduce tax liabilities.

Our team will also provide you with an independent investment perspective on various tax and estate strategies you may be considering and refer you to qualified tax specialists. We also suggest talking to your tax advisor.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
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Investment Planning

By using Wells Fargo Advisors’ Envision® Planning Process, we can help you plan your portfolio around your real-life goals, dreams, and needs. We’ll then put the process’ tools and technology to work to track your performance and help you make adjustments whenever necessary.

Education Funding

We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
Qualified Coverdell Education Savings Account distributions are not subject to state and local taxation in most states.
Tri-Oak Private Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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