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

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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