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Financial Concierge: We help you get to where you want to be!
Team Approach and Philosophy
We take the time to thoroughly understand the life goals of our client relationships. We capitalize on the full service investment brokerage and banking resources of Wells Fargo Advisors, and we strive to exceed client service expectations.
Remuneration and Product Neutrality
We may be compensated for our services by either an investment advisory fee and/or traditional commission programs. Under no circumstances will our investment recommendations be driven by firm proprietary quotas or sales incentives. We strive for full disclosure and transparency of our remuneration and one which serves the long term interest of the client relationship.
Our Ideal Client Relationship
Our ideal client relationship begins with investable assets of a minimum of at least $250,000-500,000. The individual is thoughtful, intelligent and informed and is respectful of our expertise and the time we dedicate to exceeding the expectations of our client relationships.
We seek relationships who in turn are seeking a trusting, long term relationship with a professional financial advisor.
401(k) Advocacy and Value Proposition
We help plan sponsors make their retirement plan more successful by implementing strategies for increasing participation and savings rates AND helping participants allocate their assets in an age and investment risk appropriate manner.
We guide plan sponsors in monitoring their plan fiduciary responsibilities by assisting them with the investment selection and monitoring process as well as controlling and at times lowering the overall cost of the plan.
We keep the interests of the participants and their beneficiaries as our top priority. We believe that every participant deserves the right—regardless of income or the size of their account balance—to be able to access high quality education and investment advisory services. |
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 About Us
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Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. How much would your monthly lease payment be? Estimate short-term and long-term federal capital gains taxes May 26, 2012 @ 09:47 PM
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