Your Investment Plan: Getting it Done

Courtesy Dobbs Wealth Management Group of Wells Fargo Advisors

Your financial life requires thoughtful attention and an investment plan. Perhaps you want to know more about developing a diverse portfolio, tailored to fit your unique goals. You may want to consider rebalancing those investments as your life and economic circumstances change. You could have questions about life insurance, your IRA contributions, social security claiming strategies, and more.

Juston Dobbs, MBA, CDFA®, CFP®, Senior Vice President – Investments at Dobbs Wealth Management Group of Wells Fargo Advisors in Sherman, said one thing he has learned in his 20 plus years as a professional Financial Advisor is that most people know they need to do something.

 “We help people do the things they know they need to do, but for many reasons, sometimes don’t,” Juston says. “It’s never too late to begin. Or reassess. Be assured that we’re committed to providing you with top-notch service and personalized attention that you expect––and deserve. We’ll work with you to assess your financial situation and determine strategies that take into consideration your goals, as well as other factors, such as your risk tolerance.”

“Our clients appreciate knowing that Wells Fargo Advisors offers a scale and structure that combines the capabilities and best practices available through a large, national firm with a client focus more typical of smaller firms,” Juston continues. “I believe the services offered to my clients are second to none. And for me, listening is key.”

The Dobbs Wealth Management Team of Wells Fargo Advisors can help clarify your financial situation, identify goals and develop a plan that may help you feel more confident about achieving your objectives. They understand that it’s about more than investments. It’s a part of caring for your family, paying for what’s important, saving for your goals, and meeting financial needs.

Let’s get started. Call 903-893-6682 for more information.

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


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