Wells Fargo Advisors

 

 

A Personal Approach To Investing 

 

The McPeak Investment Group of Wells Fargo Advisors combines more than 50 years of experience in the financial markets with a staff dedicated to customer service.

We seek to apply our service-oriented philosophy to a very select group of clientele, who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them and provide a level of service and attention that meets their needs and exceeds their expectations.

New to Our Website - To continuously inform and educate our clients, we have added the following links which can be viewed in the "About Us" Section.  If you have any further questions or would like to see a specific topic on the website, please contact us.

"Current News and Insight"

"Investor Education Videos"

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

More Newsletters →