The Markin Mickelson Financial Group of Wells Fargo Advisors serves as a strategies provider for all aspects of our clients' finances.  We believe the best way to manage our business is by building relationships focused on our clients' success.  We understand the sophisticated issues that face high net worth individuals and their families.  We provide customized strategies to help with the creation, preservation, and transfer of wealth while helping our clients manage their wealth creatively, responsibly and tax efficiently.

By working with a select group of individuals and businesses, we ensure that we thoroughly attend to each of our clients' specific needs.  With our carefully orchestrated Wealth Management Process, we can assure you that all financial decisions we make will be consistent with your goals.

 

 

 

Our Wealth Management Process

By following our Wealth Management Process, all financial decisions we make with you will be consistent with your goals.  Our Wealth Management Process has 6 steps:

  1. Establish and define our client-advisor relationship
  2. Gather your financial data, understand your risk tolerance and help you define your goals
  3. Analyze and evaluate your financial status
  4. Develop and present our recommendations and possible alternatives - your financial strategies
  5. Implement your strategic financial decisions
  6. Establish milestones and use them to update your financial strategies

 

        Services Included:

  • Planning for Life Events
  • Preparing for Retirement
  • 401(k) Transition Planning When Changing Jobs
  • Investment Allocation and Strategy
  • Savings Strategies for the Next Generation
  • Tax Efficient Wealth Creation and Distribution Strategies
  • Charitable Planning

 

 We welcome the opportunity to discuss your situation to see if there is a fit.

 

The Markin Mickelson Financial Group of Wells Fargo Advisors and Wells Fargo Advisors are not legal or tax advisors.  However, we would be glad to work with you, your accountant, tax advisor and or lawyer, to help you meet your financial needs.