Whether you are starting out, comfortably on your way, or want to make sure everything is in place for the next generation, through our LifeSync® advice experience we can help you align your values with your financial priorities and in effort to make sure they stay in sync over time help you enhance the impact of your money.
What is LifeSync?
LifeSync is our advice and planning experience that can help you sync what you want in life with your values and aspirations. Through this process we can create a personal path to help you make more informed financial decisions. It can help you navigate specific financial challenges to your balance sheet, including:
- Current and future cash flow needs through what-if scenarios and probability analysis
- Wealth transfer, lifetime and charitable gifting, and other estate planning strategies
- Manage risk through proper entity structuring for your assets, titling of assets, insurance, and income replacement strategies
- Evaluate your business transition options and develop a succession plan
- Your options for managing concentrated positions and executive compensation
- The impact of income, estate, and transfer taxes on your wealth plan
Capabilities and Solutions
Through our access to Wells Fargo specialists, we offer a wide range of capabilities and solutions to complement the LifeSync process. These include:
IMPORTANT: The projections or other information generated by eMoney® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
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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
The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth and Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
