West Virginia Executive Summer 2017 | Page 57
Plan upstream for steady income downstream
A little planning today can make all the difference tomorrow. We can help you design a distribution
strategy aimed at protecting your savings and ensuring your income stream flows throughout
your retirement.
Call today for a complimentary portfolio review.
Joshua Sowards
Financial Consultant
500 Lee St E, Suite 1200
Charleston, WV 25301
Direct: (304) 341-3905
[email protected]
Investment and Insurance Products: u NOT FDIC Insured u NO Bank Guarantee u 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. © 2016 Wells Fargo Clearing Services, LLC. All rights reserved.
David Sowards , CFP®
First Vice President – Investments
500 Lee St E, Suite 1200
Charleston, WV 25301
Direct: (304) 341-3902
[email protected]
0916-04574