Wells Fargo Advisors Financial Network

Ryan Jantzen, Senior Financial Advisor
Scott Gordon, Senior Financial Advisor
Chris Reeg, Senior Financial Advisor
Ken Johnson, Senior Financial Advisor

 

  

A TEAM YOU CAN TRUST

Our primary distinction as advisors is our ability to provide an objective, unbiased viewpoint to each client.

As consultants, we begin our discussions without preconceived ideas, predetermined agendas or pressure to promote certain types of products or services.  We understand each client has unique needs and circumstances.

We advise each client on long-term investment plans and structure customized portfolios to help achieve their goals.

Our mission is to enrich the lives of our clients, colleagues and communities through sound investment advice, integrity, and a committment to service beyond expectations.
Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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