Wells Fargo Advisors, LLC

Trusted Advice with Exceptional Service

Welcome to our Redding California Financial Advisors Website. We offer you a wealth of carefully designed, individualized tax-saving and income strategies, risk-managed wealth accumulation plans, detailed recommendations, along with periodic reviews and performance evaluation of various investments.

Based on 45 years of combined experience, we firmly believe in the power of asset allocation and diversification, and urge clients to avoid the perils of speculative investments.  Our clientele consists of affluent professionals and business owners, many in the medical, legal, recreation, and technology industries, as well as a spectrum of investors enjoying their retirement. 

We have access to the numerous resources of Wells Fargo Advisors, among the largest and most respected full-service national brokerage firms.  We offer a wide array of financial products and services, including our terrific Envision® process. 

Please contact us for a full and complimentary review of your finances and portfolio, along with a free Envision® investment plan.

We urge you to take advantage of the resources available on our site and visit often. Be sure to add this site to your internet browser list of ”favorites", as we frequently update our information and wouldn't want you to miss any developments in the area of personal finance.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.

 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →