Recently Retired

Congratulations on your retirement. How are you doing taking in this major life change? Our clients say their emotions run high – from euphoric to nostalgic and everything in between. It may take getting used to an independent schedule. How will you spend your time? Will it turn out better or worse than you thought? And what happens if you spend more at first than you’ve planned for? This may be the time to engage in our planning process and let us help you feel more educated about your finances in retirement. We will listen to understand what’s keeping you awake and work on strategies. Please call or contact us.

If something happens to my spouse, could I continue my lifestyle?

Should I regularly update my Will & Trust?

Should I pay off my debts early?

What are the considerations before transitioning my 401k from my previous employer?

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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