Why Invest With Us

The advantages of working with us

It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:

• Provide advice and guidance to help you focus on your short- and long-term financial goals
• Help you create a plan geared to your goals and circumstances
• Help you focus on and manage other important aspects of your financial life

The benefits of our goals-based planning process

Instead of simply investing toward a dollar amount for a retirement target, our eMoney planning process is refreshingly realistic and innovative. Our approach includes:

• An exploration of your unique goals
• An investment plan built to support your needs and goals
• The ability to review your plan to help to keep you on track
• Flexibility to update your plan to reflect life or market changes
• Easy-to-follow reports and updates

A company you can rely on

At Red Stick Advisors of Wells Fargo Advisors Financial Network, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:

• Comprehensive investment advice
• Advice and tools supported by well-known investment research analysts and strategists
• Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates

Next steps

Let’s invest in your future. Call today to schedule a phone or sit-down discussion.

Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Banking products and services provided by Wells Fargo Bank, N.A.