My Services for Families

I assist families in all areas of investment planning, including:

  • Retirement planning - Based on your personal goals, I can help you estimate retirement expenses - including health care costs - and then determine additional savings or changes in asset allocation and investment management that might be needed. 
  • Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
  • Estate planning* - Working with your tax and estate-planning advisors or specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, 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 education.
  • Risk management** - Reviewing existing insurance policies.
  • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

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