Using our Retire Well Road Map, we develop strategies to help you in five key areas:
One of the most important aspects of retirement is income. Making sure it lasts as long as you do can be overwhelming. We can help develop a plan for how, when and from what assets or sources you generate income.
A comprehensive financial plan should be at the core of any long-term investment plan. Whether it’s generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.
Wells Capital Group delivers wealth transfer strategies and insurance solutions to our clients. We incorporate life insurance in your overall financial plan. We view life insurance as another asset class — a great diversification tool.
Rising health care costs can affect one’s retirement plan. Incorporating our health care planning strategies can help protect your assets and help transfer the risks to an insurance company.
Everyone needs a legacy plan. How you leave it is up to you. Designing the appropriate legacy plan is important in helping ensure our clients’ values and objectives continue beyond their lifetime. It is part of the road map to help ensure efficient wealth transfer by reducing exposure to tax.
Insurance products are offered through the insurance business Wells Capital Group. Wells Capital Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Wells Capital Group are not subject to Investment Adviser requirements. AEWM and Wells Capital Group are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Wells Capital Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Each part of the Retire Well Road Map is defined by the many unique factors in your life — it’s a plan custom-built only for you. One of these factors is risk tolerance and your comfort level with risk (or lack of comfort). Finding your risk number is key to moving forward.
Wells Capital Group, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Wells Capital Group nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
Contact us today for more information about our services, products or approaches. We’ll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.
Copyright © 2024 Wells capital Group. All rights reserved.