Living in Retirement

Building deep relationships with you and your family takes time and trust. As your wealth advisor, we combine the strength of our team members to help you manage your wealth – whether you’re living in retirement, planning on retirement or just starting out.AAA in retirement.jpg

We continue the investment planning process throughout retirement to protect, preserve and manage your assets to create the income you need to enjoy retirement. We continue to work with you to address financial questions, including:

  • How do I establish my budget now that I have stopped working?
  • Are there ways to safeguard my retirement income?

  • What investments are best to help minimize my taxes?

  • What are my insurance needs in retirement?

  • Should I revisit my estate plan and charitable gifting strategies?

  • How can I put together a legacy plan for distributing my estate according to my wishes?





Wells Fargo Advisors is not a legal or tax advisor.

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.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Learn how we can help make your complex financial life easy.

Please email us if you’d like to talk.