Thinking About Credit in a New Way

An animated graphic showing five strategic uses of credit: Optimize cash flows to provide greater efficiency, flexibility, and convenience within your plan; increase tax efficiencies while preserving and growing your wealth; finance purchases while avoiding depleting your cash reserves; manage investment allocations to seek asset diversification and lower portfolio risk; and realize estate financial planning goals, such as efficient asset transfer between generations, while preserving personal liquidity.

What can Wells Fargo do for you?

Talk to us about crafting strategies for managing both sides of your balance sheet.

Wells Fargo Wealth Planning Center, part of Wells Fargo Private Bank, provides wealth and financial planning services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries.

Wells Fargo & Company and its affiliates do not provide legal advice. Wells Fargo Advisors is not a tax or legal advisor. Please consult your tax or legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.


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