As a business owner, it’s likely a significant portion of your assets are invested in your business. You want to see your dreams translate into profits so you can build wealth for the future. Your situation demands advanced planning strategies but with all the advice available for business owners, it is often difficult to uncover the advice best for your business.
With our people-centered, process-driven approach, our team remains continually engaged with you in the process of planning helping to identify the best strategies across many areas of your business.
Whether you are looking to maximize contributions for executives or increase overall participation, our team works with you to help implement an effective, well-designed plan.
We understand that the true success of your retirement plan is measured by successful retirement outcomes of your plan participants. We provide both group and individual meetings and are always willing to customize an education program specific to your education objectives.
Insurance can be used to help preserve the business you depend on. We will work with you to determine how much insurance you need and how it can be used to supplement your retirement income and protect your future.
Effectively managing executive benefit programs requires a unique understanding of your organization. We can work with you to help implement plans that are cost-effective, compliant and help you attract and keep your valued professionals.
You have access to Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services to accommodate your needs through Wells Fargo affiliates.
When considering the sale or transfer of your business, continuity is imperative. As your guide, we will work together to assess important factors such as income streams from the sale of the business, and work with you, your accountant, tax advisor and/or lawyer to help with your estate planning needs.
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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.