Are You Ready for Retirement?

There are many ways to arrive at retirement. How prepared are you to get there?

For Tanner Wells and Wells Capital Group, our mission is to give you a clear, confident path — and then keep going.

Learn how we can help
annuity-myths

Wondering How to Create Income in Retirement? An Experienced Financial Professional Can Help You Explore Options

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?
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Why Choose Us?

Not only have we been helping clients navigate retirement for more than 5 years, but we believe our credentials stand tall.

Unbiased Guidance

Our financial professionals put each client's needs at the forefront of all we do.

Wide Product Selection

As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.

Experience

Through bull markets and stock market dips, we’ve helped our clients stay on track through various types of economic conditions.

Our Services

We offer services in the following areas to help you pursue your retirement goals.

.01

Put Your Hard-Earned Assets to Work.

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

.02

Preserve What Belongs
to You.

Asset Preservation Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans
IRA Legacy Planning

.03

Provide for the People and Causes You Cherish.

Probate
Charitable Giving
Legacy Planning
Tax-Efficient Strategies

Insurance products are offered through the insurance business Wells Capital Group. Wells Capital Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Wells Capital Group are not subject to Investment Adviser requirements. AEWM and Wells Capital Group are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Wells Capital Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.