How to Manage Your Investment Puzzle

Managing your investment puzzle is easier with tools, resources, and strategies.

You’re trying to keep up with your 401K at work, your personal accounts and joint accounts, your IRA, stocks and bonds, the CD here and the savings account there.  Every component is an important part of your investment puzzle and ideally, you want every piece working together toward a common goal. Your goal!

At Dobbs Wealth Management Group of Wells Fargo Advisors in Sherman, we believe the best way to get where you want to go is to have a plan that fits. Using a comprehensive array of tools, resources, and strategies, we’ll talk together about what’s most important to you. Whether it’s saving for college, tax-efficient investing, insurance, estate planning, retirement, or healthcare savings, we’ll provide objective advice you can trust.

Juston Dobbs, MBA, CDFA®, CFP®, Senior Vice President – Investments at Dobbs Wealth Management Group of Wells Fargo Advisors, has been assisting clients for over 20 years. “I want people to know we’re here to help,” Juston says. “We listen carefully, building relationships based on trust and tailoring plans to fit every client. We want to understand who you are, where you are now, and what you want to achieve. We want you to feel confident knowing every piece of your investment puzzle is thoughtfully aligned according to your priorities.”

Juston invites you to call him at 903-893-6682. “Together, we’ll look at strategies that fit your life and your goals. Let’s get started!”

To learn more about Dobbs Wealth Management Group of Wells Fargo Advisors,

visit www.justondobbs.com http://www.justondobbs.com/

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Wells Fargo is not a legal or tax advisor.  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.  Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affliated Insurance Companies.  Not available in all states.  CAR 0919-03563