Wealth Planning

Wealth Planning

At the foundation of your relationship with the Riazzi Rhyne & Swaim Investment Group is a precise, disciplined approach to long-term investing. By leveraging the resources, expertise, and investment selections of one of the nation’s most recognized financial service companies, our strategies are combined with the agility needed to take advantage of timely opportunities.

In designing your custom investment plan, the group will:

1.         Conduct a personal interview with you.
2.         Prepare a comprehensive analysis of your current financial situation.
3.         Review together the details of your custom investment plan.
4.         Execute the approved investment recommendations.
5.         Review your portfolio with you, providing pertinent information on any necessary changes.  

If your situation doesn't require a comprehensive plan, the Riazzi Rhyne & Swaim Investment Group offers focused reports that address your specific needs--including an income-tax and cash-flow analysis, college education planning, or a retirement-income sufficiency study. In addition, the group can review and evaluate your current insurance policies--including whole life, term, disability, long-term-care plans, and annuities.
Riazzi Rhyne & Swaim Investment Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, ND, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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