Business Owner

Busy as you are with your business and family, who is keeping tabs on your own affairs? You have high standards for your business and want a financial advisor who meets a high bar. Efficiency, expertise and competence – these are the qualities you’re looking for in an advisor, so you can focus on your business and not your finances.

We can listen, understand and advise you on the questions you encounter as a business owner. Please give us a call or contact us.

What type of retirement plan is best for me and my employees?

Can you help me make sense of my equity plan and stock compensation?

What financial risks should I be aware of as a business owner?

Should I have a buy-sell agreement or succession plan?

How much should I invest back into my business?

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, HI, IL, KS, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TX, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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