Click here for our client brochure

Retire with intention

Whether you are several years away from retirement or ready to transition out of your career, our team helps you plan how to replace your paycheck. As part of your comprehensive wealth management plan, our professionals are attentive to what you need in your retirement to maintain the lifestyle that you want and need.

It's about more than just living - it's about curating a life.

There are several factors to consider when it comes to planning your income, including Social Security benefits and Required Minimum Distributions (RMDs). With a major life transition like retirement, you won't want to get lost in the weeds. We will help you make sense of the details so that you can take that trip to Europe, fund your grandchild's education, or purchase another property.

Elements that Shore to Summit will help you consider for retirement:

Withdrawals

Time horizon

Consolidating accounts

Social Security benefits

Estimating expenses

Required Minimum Distributions (RMDs)

Factoring for inflation

Annuities

Cash Balance

Defined Benefit Plans

Pension Income

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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX