Our Focus

We strive to help individuals and business organize the key areas of investment and life planning. 


Retirement Planning
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.  See information in the Library on various topics related to both retirement planning and the Envision process. 

 

Estate PlanningEstate 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.  See the Library for estate planning and settlement information including a readable copy of The Widow's Digest, a local guide for someone who has experienced the loss of a spouse.   


Portfolio ManagementPortfolio Management -
As a Fundamental Choice portfolio manager, Jerry Goodman created and manages the Flexible Growth Portfolios (FGP) for clients who want to take a more 'active' approach to money management.  This can be vastly different than the 'buy-and-hold' philosophy used by many investors.  The Flexible Growth Portfolios consist of four different portfolio models that cater to investors with investment objectives ranging from conservative to growth oriented investments.  Each of the four portfolios offers a diversified mix of domestic and international ETFs (Exchange Traded Funds), ETNs (Exchange Traded Notes), and CEFs (Closed End Funds) representing various asset classes and industry sectors.***


College Graduates

Education funding
- Recommending investment and accumulation strategies to help you pay for your children's education.  See the Education Planning section of the Library for more information.

 


Tax Management


Tax management  - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.  See the Tax Planning section of the Library for more information.*




Risk Management

 

Risk management - Reviewing your specific situation for potential insurance needs. **

  






Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.  See the Investment Strategy section of the Library for more information on this topic. 
 



*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.
***The Flexible Growth Portfolios are managed within the Fundamental Choice program of Wells Fargo Advisors.  The Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Advisory Disclosure Document for a full description of our services.  The minimum account size for this program is $50,000.