Moving Forward With Effective Planning

Investment Planning

  • Defining “Your Number”
  • Portfolio Balancing & Allocation Strategy
  • Managing Market Risk
  • Retirement Income Sufficiency

Wealth Preservation

  • Income Tax Reduction
  • Estate Tax Reduction
  • Wealth Transference
  • Cash Flow Management

Adversity Protection

  • Life Insurance
  • Disability Protection
  • Liability Protection
  • Medical Insurance Review
  • Long Term Health Care Protection
....in the Context of a Total Wealth Solution

Wells Fargo Advisors Financial Network is not a legal or tax advisor. Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.

Discover how KWM’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.