Texoma Area Living Well Magazine May/June 2020 - Page 17

RETIREMENT: A PURPOSEFUL APPROACH Courtesy Dobbs Wealth Management Group of Wells Fargo Advisors P lanning for retirement goes beyond how you’ll spend your time. You’re also probably thinking about maxi- mizing social security, whether you’ll downsize, ways to stay mentally and physi- cally fit, when to update your will, and how to weather market fluctuations. A sound investment plan may help you make important decisions in many areas of your life. The more you know, the better equipped you are to avoid common mis- takes, prioritize spending and prepare for the unexpected. how to maximize resources – now and in the future. “Saving for retirement-to-come or deciding how best to access funds upon retirement requires thoughtful preparation,” Dobbs says. “Your situation is unique and your plan should be as well. That’s why we begin by listening to you! And why regular communications are so im- portant, because life changes, as do mar- kets. We want you to feel confident about the professional advice you receive, as well as the Wells Fargo Advisors tools and resources upon which your plan is created––tailored to your circumstances, your risk tolerance and your goals.” Juston Dobbs With over 20 years of experience as a financial advisor, Juston Dobbs, MBA, CDFA®, CFP®, Managing Director – Investments at Dobbs Wealth Management Group of Wells Fargo Advisors in Sherman, will talk with you about 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 Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Investments in securities and insurance products are NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE. CAR 0220-04318 No matter how close you are to retirement, you can begin retirement planning today. A purposeful approach can help ensure your retirements funds last as long as your retirement years do. Call Juston Dobbs at 903-893-6682 to get started. Purposeful Retirement • Identify your priorities & goals for the lifestyle you want. • Develop an investment strategy to help outpace inflation. • Incorporate a plan to help manage risk factors & unexpected events. • Secure a trusted financial advisor who has your best interest at heart. “I’m pleased to have developed strong relationships with our clients, where trust is paramount. With over 20 years as a financial advisor, I’m now helping the adult children of our clients plan for their retirements! We start by listening. It’s our privilege.” Juston J. Dobbs, MBA, CDFA ® , CFP ® Managing Director - Investments Juston J. Dobbs, MBA, CDFA®, CFP® Senior Vice President - Investments 2027 Texoma Parkway • Sherman, TX 75090 • 903-893-6682 • www.justondobbs.com Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. CAR #0220-02090 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 Advisors is not a legal or tax advisor. Investment and Insurance Products: NOT FDIC-Insured/NO Bank Guarantee/MAY Lose Value TEXOMA AREA Living Well Magazine | MAY/JUNE 2020 15