Wells Fargo Advisors

Robert Armstrong, CFP®, First Vice President - Investment Officer

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.  

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the financial concepts behind income planning, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. 

Wells Fargo has been one of the nation’s strongest banks since 1852 and has a legendary reputation for strength and stability. Currently, Wells Fargo Advisors is one of the industry’s largest retail brokerage businesses, providing financial advisory, brokerage, asset management and other financial services through approximately 15,600 Financial Advisors nationwide.* Headquartered in St. Louis, Missouri, a key competitive distinction of Wells Fargo Advisors is its ability to combine the capabilities of a large national firm with a culture more akin to that of the regional firms from which it evolved. Central to that culture is a strong dedication to supporting the relationship of the firm’s Financial Advisors with their clients. The firm’s goal is to carry forward its founders’ legacy of integrity, commitment and trust in serving clients.

Wells Fargo Advisors enables us to offer you one of the broadest ranges of financial services available in the industry – including investment planning, asset management, equity research, portfolio strategy, wealth management, a varied assortment of mutual funds and annuities, and access to trust and lending services through affiliates.

Please feel free to contact me at 502-561-5735 with any questions or suggestions for what we can do to better serve you. I look forward to speaking with you soon.

*Based on number of Financial Advisors as of January 1, 2009.


 

 


 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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