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Our commitment to serving your needs includes a full range of products and services as well as conducting extensive research of investment alternatives. Although, our exceptional service does not stop there.

We also provide:

Ongoing review of your portfolio
Asset-allocation advice
Risk/reward analysis of current or potential holdings
Portfolio adjustments based on lifestyle changes
Equity research
In-depth knowledge of traditional and innovative investment products and programs
401(k) plan creation and on-site financial education programs
Comprehensive estate, retirement and college planning programs

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (CO, FL, GA, ID, IL, LA, MI, MN, MO, NC, NM, NV, OH, PA, TN, WV, WY).

Investments in securities and insurance products:

ARE NOT FDIC-INSURED

ARE NOT BANK-GUARANTEED

MAY LOSE VALUE

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

With respect to Envision® information, ©2001-2012 Envision® is a registered service mark of Wells Fargo & Company and used under license. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2002-2012 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC - U.S. Patents 7,562,040, 7,650,303, 7,765,138 and 7,991,675 - Other international patents approved and pending. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors.

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