Integrated Planning
Our experienced and knowledgeable team offers comprehensive solutions to help you build, manage, preserve and transition your wealth. To meet your multifaceted needs, we can coordinate with your other advisors, to ensure seamless access to a wide range of services. You’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — the Seagate Financial Group of Wells Fargo Advisors.
Rely on the powerful resources we can bring to your financial situation.
We create your plan by considering all aspects of your financial life. Using our 5-Step planning process, we consider your assets as well as your liabilities, family dynamics, risk, employee-benefit plans, business interests, real estate, and more.
By employing our customized approach, we create an adaptable investment plan that’s tailored to your specific financial needs.
No matter when you are planning to retire, planning for your retirement starts now. It’s important to prioritize objectives and consider the income you’ll need during retirement to achieve your desired lifestyle.
We can help you consider adding life, disability, or Long-Term Care insurance strategies to your overall plan. Risk management strategies can financially safeguard your family by providing an income stream in the event of your death or disability.
We will help you implement estate planning and wealth transfer strategies designed to help mitigate taxes and preserve what you have built across generations.
A crucial aspect of retirement planning is determining the annual income you can expect from your investments. We create tailored retirement income strategies designed to help you maintain flexibility and control over your wealth, while also focusing on building a legacy that can be passed on to future generations.
As a parent or grandparent, you’re probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available). We can help you create a plan that considers your specific circumstances.
We can offer alternative investment strategies that may deliver significant benefits to an overall investment portfolio, such as offering exposure to a broader range of opportunities with different risk and return characteristics compared to traditional assets such as stocks, bonds and mutual funds.
With access to Wells Fargo Bank, N.A., we can help introduce you to banking and lending specialists and offer access to residential mortgages, business financing, and credit cards through Wells Fargo affiliates. We can also offer guidance on leveraging various financing strategies, cash management, and more.
Most people don’t plan to fail, they fail to plan.” – John L. Beckley
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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