Berrall Kons Group Services

We are a family business serving individuals and family businesses in all areas of investment planning, including:

• Divorce Financial Analysis- We'll help you and your lawyer determine an equitable division of the assets and create a plan for life after divorce.

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement and creating a retirement income plan.

• Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.  i.e. 401(k) Plans, Profit Sharing Plans, and Pension Plans.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

• Tax management* - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

• Estate planning* - Working with our estate-planning and trust specialists to review your wills and trusts, help preserve your estate for your intended heirs, determine beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommending investment and accumulation strategies to help you pay for your child's or grandchild's education.

• Risk management - Reviewing existing insurance policies.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.