Our Services

 CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Practitioner

CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met the CFP Board’s education, examination and experience requirements and who complete the CFP Board’s biennial certification requirements, including continuing education, to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and . 

 Comprehensive Asset Management

  • Cash management
  • Money market account with free check writing
  • Visa debit card®
  • Automatic bill payment
  • Online access to account information
  • Aggregate reporting on assets held at other institutions - 401(k) plans, pension plans, banks or investment firms¹
  • Analysis of your fixed income holdings

 Detailed Investment Planning

  • Personal net worth review and update
  • Education planning (529 plans)
  • Self-directed IRAs (Traditional, Roth and Roth conversion analysis)
  • Assistance in reviewing employee choices for 401(k) funding as well as asset allocation advice
  • Pre- and post-retirement planning
  • Planning for lump-sum and periodic distributions

Portfolio Options

To develop a properly diversified portfolio and investment plan according to your needs and goals, we use a variety of tools, including:

  • Stocks
  • Bonds
  • Private money managed accounts
  • Mutual Funds
  • IRAs
  • Lending Services2
  • Annuities
  • Retirement Plans, including 401(k), 403(b) and Profit Sharing plans
  • Life Insurance2
  • Long Term Care Insurance2
  • Disability Insurance2
  • CDs
  • Money market funds

Professional Portfolio Management Tools

  • Ongoing tactical asset allocation reviews
  • Fee-based advisory services
  • Systematic portfolio management process

 Estate Planning and Wealth Preservation Strategies3

  • Comprehensive estate planning and analysis strategies 
  • Revocable living trusts
  • Life insurance trusts
  • Trust-fund portfolio management and administration
  • Charitable remainder trusts
  • Philanthropic donor services

¹When providing aggregate reporting, we make no representation with respect to the accuracy of information of outside holdings. Information on outside account assets is provided by you and any transaction involving these assets will not be reflected unless you provide updated information.

2Lending and insurance services offered through affiliates of Wells Fargo & Company.

 3 Econ Financial Services and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.