Our Clients: Individual and Families

Most of our clients are individuals and families who work hard to save money for their retirement and other future needs. Some are business owners while others are employees, with many having the same goals and aspirations.

As homeowners accumulating assets in their retirement accounts, they know they also need a plan for putting away enough for upcoming major expenditures, such as a new home, college education, vacations, or retirement.

We help them visualize, clarify, and then prioritize their goals based on their values. Then we create an investment strategy based on their current income sources and assets while taking into consideration how much risk they need to take to meet their goals.

We review other areas of their financial lives as well, such as their liabilities, taxes, insurance coverages, potential costs for college education, as well as their healthcare, long-term care, estate planning, and philanthropic goals.

We work together to make sure they have enough to continue to live their current lifestyle while enabling them to make work optional at some point in the not-too-distant future.

Transcript of Our Clients: Individual and Families video

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 (AR, AZ, CA, CO, DE, FL, GA, HI, ID, IN, MA, MO, MT, NE, NV, NY, OH, OR, TN, TX, UT, VA, WA). 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.

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