FINANCIAL ADVISORY CONSULTING

• Clarification of Client Goals and Objectives
• Basic Investment Planning
• Asset Allocation
• ­­­Retirement Planning
• Education Planning
• Estate Planning Strategies[1]
• Stock Option Planning
• Investment Recommendations and Portfolio Construction
• Education of Family Members on Asset Management Basics
• Coordinate Investment Portfolios of Family Members
• Implementation and Tracking of Family Gifting Programs
• Investment Recommendations and Updates
• Insurance
• Long-Term Care Insurance
• Life Insurance

INVESTMENTS

• Institutional Private Portfolio Management
• Individual Stocks/Equities
• Tax Free Municipal Bonds/Fixed Income
• Taxable Bonds/Fixed Income
• Mutual Funds
• Options
• Cash/Money Market Funds

ADMINISTRATIVE AND COMMUNICATIONS SERVICES

• Communicate Information Flow to Tax and Legal Advisors
• Internet Access to Account Information via Wells Fargo Advisors Online Services
• Quicken Access to Account Activity
• Full Service Administration
• Confirm receipt of checks and securities
• Valuation and confirmation of gifts

[1] Neither Wells Fargo Advisors Financial Network nor Scioto Wealth Advisors is a legal or tax advisor.

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

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, our Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.