Retirement Planning at Wells Fargo Advisors

Retirement Planning at Wells Fargo Advisors

As Financial Advisors, we feel that we have the necessary knowledge to help you plan for a successful retirement.

One of the main areas that we work with our clients here at Wells Fargo Advisors is with regards to Retirement Planning. In addition to receiving our Certified Retirement Counselor designations, we have worked with many clients on building an Envision® plan.

Focusing on retirement planning at Wells Fargo Advisors, has helped us be more specialized when working with our clients. By placing a focus on individuals and families that are either planning for, or living in retirement, it allows us to build models focused around re-creating an income stream in retirement.

It is arguably one of the biggest moments in someone’s life when they stop working and depend on what they have saved to let them live comfortably for the remainder of their life. We are frequently asked by prospective clients what the best strategies are for retirement and general savings accounts. It’s really important to make the right decisions, especially when there are frequently tax consequences involved. If you have any questions or are feeling confused with all your options, do not hesitate to reach out to us.

Another common question we get is with regards to the appropriate time to collect Social Security benefits. In most cases, the question is much more complex than you think. We often hear from prospective clients that they will take it as soon as possible, or that they will wait until their full retirement age. What they do not realize is that the answer can be different depending on your situation. In many cases, the answer can be complex and even have to do with the how long you think you will live. In other cases, it has to do with your current retirement savings and your income requirements.

Wells Fargo Advisors is not a tax or legal advisor.

Regardless of the questions you may have, we are happy to help you.