Do you feel in control of your personal financial goals and strategies?

*RESULTS ARE BASED ON A SURVEY CONDUCTED ONLINE BY HARRIS INTERACTIVE FROM SEPTEMBER-OCTOBER 2012 AMONG 606 INVESTORS WITH FINANCIAL ADVISOR RELATIONSHIPS.

IMPORTANT:
The projections or other information generated by Envision 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.

Envision methodology:
Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Other will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2003-2013 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors.

 
CEX1408
CAR0313-00974