Wells Fargo Advisors

 

Welcome to our Web Site!  Here you will find a wealth of information about our capabilities and how we can help you to reach your financial goals.

In addition, our site offers a wide variety of useful information, including timely newsletters to help you stay current and interesting articles where you can educate yourself on a variety of financial topics. You may find our easy-to-use financial calculators especially handy in helping you estimate answers to common financial questions. Also, check out our Tax Library where we've put together a collection of resources to help you manage your taxes and prepare for the upcoming tax season.

We encourage you to take advantage of this resource and hope it will help you to understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information along with any developments in the area of personal finance.

"Your success in achieving, preserving, and transferring your wealth is both complicated and time consuming. Our integrated approach to creative investment strategies is designed to support your unique personal and family wealth management goals. It is important that you always receive an exceptional level of service. As your trusted Financial Advisors, we will strive to exceed your expectations with the highest level of integrity, confidentiality and genuine caring for your best interest."
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

More Newsletters →