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

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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.

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