We service 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. Managing assets before and during retirement.

TAX MANAGEMENT1

Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

ESTATE PLANNING

Working with estate-planning and trust specialists 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 advisors2.

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.


1 BIG Investment Services and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

2 Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.