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Introducing Wells Fargo Advisors
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Early retirement can be an opportunity.
In today's world of corporate downsizing, many people are being offered early retirement packages. If this is happening to you, knowing what to do and where to turn can be difficult. You probably have a lot of questions - from replacing your paycheck to covering the cost of healthcare.
That's why we would like to offer you our complimentary white paper "Changing Jobs or Retiring". It is full of valuable information and resources to help you make informed decisions about retirement.
To receive your free booklet, or for more information, please contact us today. If you would like further guidance and planning, a Wells Fargo Financia Advisor will be glad to talk with you about your personal situation - with no cost or obligation. Contact me at 461-2714. Click here to learn more.
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Get your plan back on track
Now is the time to take control of your financial situation and get your investment plan back on track. Wells Fargo Advisors are ready to help you reevaluate your portfolio using our proprietary investment planning process. Our interactive approach can help you identify what your investment priorities are in light of current conditions, and make adjustments in the future as your life and the markets change. We'll help you see where you are now and create an investment plan that is flexible enough to adapt to whatever life throws your way. To find out more, schedule an appointment with Mark Lucas today at 461-2714. Click here to find out more.
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Realize your goals
Whether you're getting close to retirement or already there, you are most likely trying to decide what you want to do during the next stage of your life, and how you can financially support your desired retirement lifestyle. Wells Fargo Advisors' unique investment planning process offers you an easy, effective way to identify your highest-priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. To find out more, schedule an appointment with Mark Lucas, Wells Fargo Advisor today at 461-2714. Wells Fargo Advisors. We'll be with you every step of the way. Click here to find out more.
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Volatility
With the stock market up and down like a roller coaster, it is easy to feel anxious about your finances, Perhaps you're asking yourself how volatile conditions will affect your 401(k), your investment portfolio, your home's value and your way of life? I'm Mark Lucas, a financial advisor with Wells Fargo Advisors and a 25 year veteran. I can help you invest wisely in tough markets and help protect your savings during troubled ones. Call me at 461-2714 to get answers to your financial questions. Click here to find out more.
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Lump-Sum distribution
Have you recently changed jobs? Are you about to retire from your company?
If so, you'll need to make some important decisions about your retirement plan. Don't be among those who end up giving back a third of it in taxes and penalties.
Instead, let Wells Fargo Advisors help you handle your lump-sum distribution wisely. Our experienced financial advisors can offer you a retirement-plan analysis to help protect your retirement money from taxes without sacrificing its growth potential. For a personal approach to investing, contact Wells Fargo Advisors and speak with Mark Lucas at 461-2714. Click here to find out more.
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Conflicting Advice
Every time you turn on a TV or open a magazine, another expert offers another opinion about the stock market. There's too much conflicting advice.
What you really need is personal guidance designed for your needs and goals. That's what you get from Wells Fargo Advisors. Whatever the market is doing, we can help you invest wisely at a risk level you feel comfortable with. Call financial advisor Mark Lucas today at 461-2714. Click here to find out more.
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Mixed messages
Whenever you turn to the TV or open a newspaper, you find another so-called expert offering another opinion about the stock market.
Advice on what to buy. Conjecture on what to sell. Speculation as to where the market is going.
What you really need is an investment plan and personal guidance. That's what you get from a financial advisor at Wells Fargo Advisors, one of the largest investment firms in America.
Call financial advisor Mark Lucas at 461-2714. Click here to find out more.
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Bright Future
Yes, it's true. Women are living longer. and that means you'll need to manage your finances for a longer life.
As one of the nation's largest financial institutions, Wells Fargo Advisors can help you create the sound financial strategy you need.
So start building the future you want today. Just stop by any Wells Fargo Advisors office, or give us a call.
Your future can be bright, with the help of Wells Fargo Advisors.
Call financial advisor Mark Lucas today at 461-2741. Click here to find out more.
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Gameplan
In football, a Hail Mary pass or a trick play can put points on the scoreboard, but victory usually depends on a successful game plan and a diverse playbook.
It's the same with investing. Wells Fargo Advisors has the experience, tools and perspective to help create a diversified investment plan that's right for you.
Call financial advisor Mark Lucas at Wells Fargo Advisors in Erie at 461-2714. Click here to find out more.
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Ask Mark at Wells Fargo