A Financial Advisor at Wells Fargo Advisors can help you manage your company's assets and help you plan for its future.
Customized Support for Business Owners
Your company is one of your most important assets and the product of your hard work. At Wells Fargo Advisors, we are committed to helping you maximize the success and profitability of your business by helping you manage your business cash flow and provide the advice it needs to thrive.
Wells Fargo Advisors Financial Advisors can help with the unique aspects of investment and retirement planning specific to business owners.
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Depending on the size and needs of your company, Wells Fargo Advisors can help you evaluate employee benefit packages to help you attract and keep employees.
We can help you consider the cost-effectiveness of different employee benefits, understand the advantages and disadvantages of each type of benefit, and work with your tax and legal professionals to coordinate a strategy to help meet your specific needs.
A retirement savings plan is a great way to help you reach your own retirement goals, provide potential tax-saving benefits, and can be important to help attract and retain talented employees. There are numerous plan types and the rules around them can be complicated. Your Financial Advisor can help you choose and implement a retirement savings plan that best suits you and your employees.
You may have insurance protection needs, such as paying off business-related liabilities, funding a buy-sell agreement, protecting against the loss of a key employee or succession planning.
If you are working with your attorney or CPA on plans to keep your business in the family, sell your interest to a key employee or co-owner, or prepare it for sale to another company, your Financial Advisor may be able to help you evaluate different options and considerations that affect the business's current cash flow and your future financial position.
If you’re planning to sell your business — or part of your business — to a co-owner, one or more of your children, employees, or someone else, it’s important to consider if you will stay involved. With our Envision® Process, you and your Financial Adivsor can plan your portfolio around your real-life goals, dreams, and needs and can help address important questions, such as -- once you have sold your business, how will you provide current and future income for yourself and your family?
You’ve worked hard to build your business. You deserve to work with strong, stable financial services professionals who can deliver products and services to help your business succeed, thrive, and grow. We’re here to help and build a team of professionals to assist you. You can also benefit from the perspectives of a team of your own advisors — including your CPA and attorney, as well as business-valuation and transition specialists — who have worked on many different business sales. Talk to your Financial Advisor about how we can help you prepare for your financial future.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.