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Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.

For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we are responsive, experienced and thorough. Like your own C.F.O. should be. See our other offices 8245 Devereux Dr. Suite 103, Melbourne, FL 32940, 6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827, 4057 28th Street NW, Ste 300 Rochester, MN 55901

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.