Why work with Wells Capital Group?
We think everyone should be able to live the retirement they’ve always wanted. Our team can help you create a well-thought-out strategy to help you address your financial needs and concerns.
Because your future depends on independent comprehensive financial planning
DAVE RAMSEY SMARTVESTOR PRO
Tanner is a local Dave Ramsey SmartVestor Pro investment professional, which means he agrees with Dave Ramsey’s philosophies to help you invest for the long term.
Neither Dave Ramsey nor SmartVestor Pro are affiliates of Wells Capital Group or AE Wealth Management.
Retire Well Road Map
1. Income Planning
One of the most important aspects of retirement is income. Making sure it lasts as long as you do can be overwhelming. We can help develop a plan for how, when and from what assets or sources you generate income from.
2. Investment Planning
A comprehensive financial plan should be at the core of any long-term investment plan. Whether it’s generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.
3. Tax Planning
Wells Capital Group delivers wealth transfer strategies and insurance solutions to our clients. We incorporate life insurance in your overall financial plan. We view life insurance as another asset class, a great diversification tool.
4. Health Care Planning
Rising health care costs can affect one’s retirement plan. Incorporating our health care planning strategies can help protect your assets and help transfer the risks to an insurance company.
5. Legacy Planning
Everyone needs a legacy plan. How you leave it is up to you. Designing the appropriate estate plan is important in helping ensure our clients values and objectives continue beyond their lifetime. It is part of the road map to help ensure efficient wealth transfer by reducing exposure to tax.
Plan To RetireWell
Your goal is a financially secure and enjoyable retirement. Our mission is to remove the fear out of your financial future and give you confidence in retirement. Our goal is to get you there by helping you accumulate wealth and generate income in retirement. Find out how you can take charge of your retirement.
Learn MoreSchedule a meeting with Wells Capital Group
Our Mission
To help retirees realize their dreams for financial independence through strategies that seek to preserve their wealth.
Get In Touch.
702.534.1090 | info@WellsCapitalGroup.com
Main Office
3291 N. Buffalo Dr. STE 105. Las Vegas, NV 89129