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Providing Financial Strategies for All Aspects of Your Life

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Providing Financial Strategies for All Aspects of Your Life Providing financial strategies for all aspects of your life Investment and Insurance Products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value Offering our clients the wisdom of experience It’s no secret that markets move in cycles, most often in tandem with the ups and downs of the global economy and industries behind them. Lean years have followed boom years and market bubbles. Recessions have given way to periods of growth, stability, and investment opportunity. We’ve been through our share of bull and bear markets over the past 140 years, and we will leverage that experience to assist you in navigating the complex world of investments to help you reach your unique financial goals. Our Financial Advisors can help you understand the historical movement of markets and how the right asset allocation can balance your need to manage risk with your desire for investment growth or income. They can recommend financial and investment strategies that directly address your personal needs and goals. That’s how we do business at Wells Fargo Advisors, where we’ve built our culture around putting our clients’ needs and concerns first. 1 The life-planning process To assist you in your journey through life, your Financial Advisor will work with you to define and prioritize the goals and objectives that mean the most to you, then frame your financial and investment strategies around them. Think of it as a life-planning process that begins today—not at some distant point in the future after you’ve spent a lifetime saving for it. By starting with your life and planning your money around it, your Financial Advisor can help you measure your progress toward your goals. Biking Run a marathon Daughter’s college fund Vacation 2 Invest with purpose “Investment planning” too often boils down to cookie-cutter investment mixes and generalized guesswork regarding your financial needs. It’s better than nothing, but it can also be impersonal and vague. That’s why Wells Fargo Advisors’ Envision® process helps you plan your investments around benchmarks and life events that hold real meaning for you. The process can connect you to your investment strategy in a refreshing and personal way. Even better, it can help you answer that most critical of financial questions, “How am I doing?” The Envision process offers you and your Financial Advisor the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and update your approach whenever necessary. Wells Fargo Advisors’ Envision Priority Cards help you clarify your financial goals and prioritize your objectives. 4 5 Your Envision plan will take all of the following into account: It all starts with you • Life goals The Envision process’ interactive approach can help • Education goals you identify: • Assets • Liabilities • Where you are now financially • Cash-flow requirements • Where you want to go • Retirement planning needs • How you plan to get there • Levels of acceptable investment risk Defne major life goals • Asset allocation objectives Set ideal Revisit goals and acceptable or priorities goals This lets your Financial Advisor help you strategically allocate your portfolio based The on your needs and situation.* Monitor Envision Prioritize progress goals process Implement Stress test * Asset allocation cannot eliminate the risk of fluctuating allocation goals prices and uncertain returns. Recommend 6 plan 7 Maintaining our heritage of client service Wells Fargo Advisors is one of the nation’s premier financial services firms. Represented by more than 12,000 Financial Advisors in 5,000 U.S. locations.* The firm was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation. Tracing its roots to 1879, Wachovia Securities, LLC grew over the years through mergers with some of the industry’s most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc. by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors’ predecessors, including Wells Fargo Investments, were known for exceptional service based on trust and knowledge and for corporate cultures that put clients’ needs above all else. * All data includes Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of March 31, 2021. 8 9 Honoring our commitment to you Our Financial Advisors understand that reaching your dreams requires a personal approach. They know building a relationship makes a difference and will sit down with you, taking the time to understand your needs before helping you create an investment strategy based on your entire financial picture, even money you’ve invested elsewhere. We will honor our relationship with you. When you work with a Financial Advisor from Wells Fargo Advisors, you have someone who takes the time to understand your needs, helps you clarify your goals, and takes seriously the safety and security of your money and investments. We will be fully invested in your success. Your Financial Advisor can help you stay on track to meet your goals through intelligent financial strategies, in-depth analysis of your investments, and regular feedback on your progress. We will be with you every step of the way. Your needs and goals will change over time. That’s why your Financial Advisor will be there to provide ongoing advice—along with the exceptional service you deserve—through the ups and downs of markets and economic cycles. 10 11 Carrying on our tradition of personal service When you work with our firm you can expect the service and attention of a dedicated, professional Financial Advisor and the support and resources of a world-class financial institution. Wells Fargo Advisors connects you to some of the industry’s finest financial services professionals. Our Financial Advisors draw on a talented force of market analysts, retirement planning and investment specialists, and portfolio managers to provide you with the advice and guidance that can help you reach your goals. If you’re not already a valued client, we invite you to experience the dedication of a company built on integrity and client service and the spectrum of services available through one of the nation’s financial services leaders. To learn more or speak with a Financial Advisor, visit wellsfargoadvisors.com to find the office location nearest you. 12 13 Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor, and/or lawyer to help you meet your financial goals. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2010, 2015–2019, 2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0621-01789 IHA-7010950 0000581524 (Rev 08, 1 ea) .
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