What Services Are Offered by Wells Financial Advisors?


Quick Answer

Wells Financial Advisors is a Registered Investment Advisor firm led by Certified Financial Planners Terry B. Wells and Sarah A. Wells, which provides clients with wealth management services. These services include a range of items from financial planning to risk management and estate planning, according to WellsFAinc.com.

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Full Answer

Wells Financial Advisors offers financial planning clients its comprehensive set of services, which, according to the company website, include balance sheet and income statement preparation, tax planning, insurance analysis, retirement income assessments, asset allocation reviews, planning for estates, and education planning. Many of these services are available as stand-alone offerings. For instance, retirement planning work involves ensuring clients' assets last them to their expected death, assessing income needs in the retirement years, and providing estate planning for family needs and for charitable gifts.

Investment management services are provided on a stand-alone basis, with the firm using index-based exchange-traded funds, mutual funds, and other low-fee investment opportunities as part of its investment strategy. Ongoing work involves asset allocation, diversification and portfolio rebalancing. Other offerings noted on the company's website include risk management and wealth preservation, all of which are a part of its stated overarching goal of ensuring clients' financial independence and peace of mind.

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