Wells Fargo Advisors

Uncomplicated strategies for complex issues.....



 

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your investment plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial management, or for more information, please
contact us today.


 

*Wells Fargo Advisors is not a legal or tax advisor.

 

What sets Oakley•Wanebo•Love•Keller

Wealth Management Group apart?



 

 

PROCESS. Our multi-member team works together to prioritize your goals and analyze your resources. We then design an investment plan and present it to you for feedback — implementing the plan only when we know you are satisfied. We believe this process provides a sustainable method towards helping achieve your goals.


 

REVIEW. Through each step of our process, the team provides input. We stay abreast of your goals and constantly re-evaluate the most appropriate means to achieve them.


 

CONSISTENCY. From your very first meeting, you become the focus of a team that applies their many years of collective financial experience to the serious business of managing your investments.  It is our belief that having more than one person manage assets tends to add predictability to the investment approach.


 

CONTINUITY. If a team member vacations or retires, you will always reach a qualified advisor with your questions and concerns. Smooth, gradual transitions help your investment approach remain consistent.


 

INTERGENERATIONAL. A carefully crafted investment plan can fail if it is not maintained. We provide the link from your plan to surviving spouses and other heirs. Similarly, our team’s formal process and systems ensure the continuity of your plan within our business.


 

HELP. Through Wells Fargo Advisors, we can access national-caliber professionals in all areas of wealth management. We do not hesitate to seek them out on your behalf. We also welcome the opportunity to coordinate your plan closely with your CPA and attorney.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Accumulation

Estimate the future value of your current savings.

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Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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