Helping you prepare at every life stage
We work with you throughout your life to help plan for and achieve your financial objectives along the way. Our LifeFit Planning Process provides you with sound financial advice and investment guidance whether you are just getting started, building wealth, getting retirement ready or enjoying retirement.
We advocate for your success. As family wealth needs evolve and decisions need to be made, we evaluate the options available and help you understand the financial impact of each choice, so you are positioned to make the best decisions for your family. We build lasting relationships with each generation of the family-- to meet your goals now and in the future. Come to us for advice, guidance, and answers to the questions that come up, including:
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How do I make sure my investments stay aligned with my goals?
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How much do I need for retirement?
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What insurance coverages do I need to protect my family and my assets?
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How do I ensure my values pass on to the next generation of the family?
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What are my options for banking or lending products through Wells Fargo affiliates?*
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What can I do to reduce the taxes I am paying on my investments?
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How should I adjust my investment strategy as I approach retirement?
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Can I reduce the effects of market volatility as I approach retirement?
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How do I build out my estate plan to protect assets and help transition my estate smoothly?