Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

Reimagine Your Retirement Route

The road to retirement should be paved with confidence. At Wells Capital Group, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.

Wells Capital Group Presents a Confident Path to Retirement

Using our Retire Well Road Map, we develop strategies to help you in five key areas:

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.

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.

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.

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.

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.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

WHAT’S YOUR RISK NUMBER?

Each part of the Retire Well Road Map is defined by the many unique factors in your life — it’s a plan custom-built only for you. One of these factors is risk tolerance and your comfort level with risk (or lack of comfort). Finding your risk number is key to moving forward.

AE Wealth Management, LLC and Riskalyze are not affiliated companies. AE Wealth Management LLC, cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.

Ready to Take the Next Step?

Contact us today for more information about our services, products or approaches. We’ll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.

702.534.1090

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info@WellsCapitalGroup.com

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3291 N. Buffalo Drive, Suite 105 Las Vegas, NV 89129

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6290 S. Rainbow Blvd. Las Vegas, NV 89118

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© 2023 Wells Capital Group. All rights reserved.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

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 Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 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.

Any references to [protection benefits, safety, security, steady and reliable income, or lifetime income etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1662762 1/23