Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

Reimagine Your Retirement Route

The road to retirement should be paved with confidence. At Wells Capital Group, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.

Wells Capital Group Presents a Confident Path to Retirement

Using our Retire Well Road Map, we develop strategies to help you in five key areas:

Income Planning

One of the most important aspects of retirement is income. Making sure it lasts as long as you do can be overwhelming. We can help develop a plan for how, when and from what assets or sources you generate income.

Investment Planning

A comprehensive financial plan should be at the core of any long-term investment plan. Whether it’s generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.

Tax-Efficient Strategies

Wells Capital Group delivers wealth transfer strategies and insurance solutions to our clients. We incorporate life insurance in your overall financial plan. We view life insurance as another asset class — a great diversification tool.

Health Care Planning

Rising health care costs can affect one’s retirement plan. Incorporating our health care planning strategies can help protect your assets and help transfer the risks to an insurance company.

Legacy Planning

Everyone needs a legacy plan. How you leave it is up to you. Designing the appropriate legacy plan is important in helping ensure our clients’ values and objectives continue beyond their lifetime. It is part of the road map to help ensure efficient wealth transfer by reducing exposure to tax.

Insurance products are offered through the insurance business Wells Capital Group. Wells Capital Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Wells Capital Group are not subject to Investment Adviser requirements. AEWM and Wells Capital Group are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Wells Capital Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.

WHAT’S YOUR RISK NUMBER?

Each part of the Retire Well Road Map is defined by the many unique factors in your life — it’s a plan custom-built only for you. One of these factors is risk tolerance and your comfort level with risk (or lack of comfort). Finding your risk number is key to moving forward.

Find Number
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Wells Capital Group, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Wells Capital Group nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.