[New] Is leaving a well-planned legacy important to you? Is leaving a well-planned legacy important to you?

Many people delay establishing a thoughtful estate investment plan, thinking it doesn’t apply to them. Estate investment planning is about taking control of how your assets are managed and distributed along with deciding who will handle these tasks when you are unable to do so.

The Barrett Group of Wells Fargo Advisors can guide you through the estate investment planning process through open communication, understanding the basics, sharing values and organizing documents. We’ll assist you in clearly defining what leaving a legacy means to you and your family.

Many people delay establishing a thoughtful estate investment plan, thinking it doesn’t apply to them. Estate investment planning is about taking control of how your assets are managed and distributed along with deciding who will handle these tasks when you are unable to do so.

The Barrett Group of Wells Fargo Advisors can guide you through the estate investment planning process through open communication, understanding the basics, sharing values and organizing documents. We’ll assist you in clearly defining what leaving a legacy means to you and your family.

The Barrett Group of Wells Fargo Advisors

Dick Barrett

Managing Director – Investments

Dick Barrett

Jessie Barrett, CFP®

The Barrett Group of Wells Fargo Advisors can guide you through the estate investment planning process through open communication, understanding the basics, sharing values and organizing documents. We’ll assist you in clearly defining what leaving a legacy means to you and your family.

Managing Director – Investments

Jessie Barrett, CFP®

Managing Director – Investments 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8910

Managing Director – Investments 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8909

Managing Director – Investments 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8910 richard.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com richard.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8910 richard.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8909

Jessie Barrett, CFP®

Managing Director – Investments jessie.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com jessie.barrett@wellsfargoadvisors.com www.barrettgroup.wfadv.com 111 South Lincoln Street, Suite 200 Hinsdale, IL 60521 (630) 734-8909

Investment and Insurance Produc ts: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value

Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action. 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-0221-00536

Investment and Insurance Produc ts: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value

Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.

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-0221-00536

Is leaving a well-planned legacy important to you? Is leaving a well-planned legacy important to you?

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We can help.

We can help.

We can help.

The Barrett Group of Wells Fargo Advisors

Dick Barrett

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