Our 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 need to retire comfortably. Help managing assets before and during retirement.
  • Tax management strategies* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
  • Estate planning strategies* - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates, or your estate planning attorney and CPA, to help review your wills and trusts, seek to preserve your estate for your intended heirs, establish 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 or grandchildren's education.
  • Risk management - Reviewing existing insurance policies.  Establishing a strategy to protect assets from catastrophic illness or accidents.
  • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
  • Implementing technical portfolio management.
  • Establishing a big picture management approach by offering independent advisory on assets held by other managers and institutions.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.