CONNECT

Address:

500 W. Cypress Creek Road, Suite 680
Ft. Lauderdale, FL 33309

Phone:

954-634-4042

Fax/Other:

954-634-4048

Our Services

 

 

We serve individuals and businesses in all areas of investment planning, including:

  • Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.                                                                                                                                                                                                                                                               
  • 401(k) Rollovers - We offer a proactive, streamlined process for 401(k) rollovers. This includes handling all forms and documents for you and provide a thorough follow-up to help ensure a seamless rollover of your 401(k) into your IRA. We will work with you to customize and develop an investment plan that best fits your unique financial goals and objectives.                                                                                                            
  • Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
     
  • Estate planning* - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
     
  • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Risk management** - Reviewing existing insurance policies.
     
  • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
     
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals