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[New] In changing times, is there a process behind your investment plan?
![[New] GETTING TO THE Heart of the Matter](https://assets.isu.pub/document-structure/230104093618-bb5a1a73a26fd0afcfa6a152623367de/v1/a905236ee02d4720acb60f8f75a30057.jpeg)
In changing times, is there a process behind your investment plan?
A fast-evolving environment may mean unexpected changes to your financial life. Our Envision® planning process is a goals-based planning tool that helps you explore your life goals, plan your investments around meaningful benchmarks and track your progress towards them. Put our team – and our technology – to work for you.
A fast-evolving environment may mean unexpected changes to your financial life. Our Envision® planning process is a goals-based planning tool that helps you explore your life goals, plan your investments around meaningful benchmarks and track your progress towards them. Put our team – and our technology – to work for you.
If it’s time to resync – or rethink – your approach, we’re available for a complimentary review using appropriate social distancing for your safety.
A fast-evolving environment may mean unexpected changes to your financial life. Our Envision® planning process is a goals-based planning tool that helps you explore your life goals, plan your investments around meaningful benchmarks and track your progress towards them. Put our team – and our technology – to work for you.
If it’s time to resync – or rethink – your approach, we’re available for a complimentary review using appropriate social distancing for your safety.
The Barrett Group of Wells Fargo Advisors
If it’s time to resync – or rethink – your approach, we’re available for a complimentary review using appropriate social distancing for your safety.
Dick Barrett
The Barrett Group of Wells Fargo Advisors
Managing Director – Investments
Dick Barrett
Jessie Barrett, CFP®
Managing Director – Investments
Jessie Barrett, CFP®
Managing Director – Investments 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8910
Managing Director – Investments
Dick Barrett 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8910 richard.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com
Managing Director – Investments richard.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8910 richard.barrett@wellsfargoadvisors.com
Jessie Barrett, CFP®
Managing Director – Investments 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8909 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8909 jessie.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com jessie.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com
Investment and Insurance Produc ts: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8909 jessie.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0121-00262
Wells www.barrettgroup.wfadv.com reserved. CAR-0121-00262
Investment and Insurance Produc ts: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0121-00262
