CONNECT

Address:

6342 SW 21st Street
Topeka, KS 66615

Phone:

785-271-2492

Fax/Other:

785-273-0635

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. Determine how much you need to retire comfortably. Managing assets before and during retirement.  Manage investment income during retirement.

• Tax management* - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

• Estate planning* - Work with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommend investment and accumulation strategies to help you pay for your children's education.

• Risk management - Review existing insurance policies.

• Investments - Determine your asset-allocation needs. Help you understand your risk tolerance. Recommend the appropriate investment vehicles to help you reach your goals.


*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.

 

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