Growing Wealth

Time Plus Strategy Equals Potentially Powerful Growth

You need two things to grow your wealth at a healthy rate: Money and time. The first is a given. But the latter is just as important, if not more so — and the data bears this out:

In other words, your wealth and your time are inextricably linked. Neither are infinite — and the sooner you take steps to formalize your investing strategy, the better your chances of achieving your financial goals.

*Note: This is for demonstration only and presumes a 6% annual return, compounded with all interest reinvested and no other monthly contributions. Calculations generated by investor.gov

How We’ll Help You Grow Your Wealth

Thorough Retirement Strategies

Everyone wants to retire — or at least set themselves up to work out of want and not need. Together we will formulate a strategy based on your:

Realistic retirement expenses
Time horizon
Risk tolerance
Risk capacity

About 66% of working Americans 55+years old plan to delay retirement or don’t know if they can retire when they want

Source: Ipsos

57% have never spoken with a financial advisor about retirement

Source: Ipsos

50% of retirees spend less than $2,000 a month

Source: Retire Guide

How We’ll Help You Grow Your Wealth

Financial Education

We believe financial literacy can empower our clients in life-changing ways. Together, we will discuss topics as they pertain to your finances and explain what you should know with the goal of helping you change your mindset to one of improvement.

Only 48% of adult Americans can answer financial literacy index questions correctly

Source: TIAA

Those with high financial literacy are 80% more likely to save than those with low financial literacy

Source: TIAA

View All Prosperity Paths

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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