thepetriegroup.wfadv.com

The Petrie Group

6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. 6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Investments in securities and insurance products:. Non-bank affiliates of Wells Fargo and Company.

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6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. 6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Investments in securities and insurance products:. Non-bank affiliates of Wells Fargo and Company.

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1 skip navigation

2 contact info

3 long beach

4 map and directions

5 lisapetrie@wfadvisors com

6 our team

7 our story

8 our firm

9 our services

10 wealth management

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The Petrie Group | thepetriegroup.wfadv.com Reviews

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6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. 6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Investments in securities and insurance products:. Non-bank affiliates of Wells Fargo and Company.

INTERNAL PAGES

thepetriegroup.wfadv.com

1

Estate Planning : The Petrie Group

http://www.thepetriegroup.wfadv.com/Estate-Planning.9.htm

6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. At a time of uncertainty, it makes sense to begin by focusing on what we do know. Under current law, exclusions are high, rates are historically low and opportunities for wealth transfer are unprecedented. Review the tax rules in effect today. Look at possible future outcomes (realizing that it's impossible to predict what will happen).

2

Retirement Planning : The Petrie Group

http://www.thepetriegroup.wfadv.com/Retirement-Planning.7.htm

6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. At The Petrie Group, we believe that the most successful approach to retirement income planning is centered around these core beliefs. They are the focus of everything we do to meet your planning and investing needs for retirement income:. 6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Please consult with the FA as s/he...

3

Resources : The Petrie Group

http://www.thepetriegroup.wfadv.com/resources.cfm

6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Markets at a Glance. Percent Difference (when noted with %) otherwise Last Price. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Benefits of A-B Trusts. History of the Federal Estate Tax. Future of Social Security. Save Now or Save Later. Why Purchase Life Insurance. Property and Casualty Insurance.

4

Wealth Management : The Petrie Group

http://www.thepetriegroup.wfadv.com/Wealth-Management.5.htm

6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Our holistic approach to wealth planning starts with your relationship with our team. Our team consists of highly experienced professionals who begin with a core planning review that helps enable you and your family to:. Identify and prioritize your most important wealth management goals and concerns. Retirement and cash flow planning.

5

Our Story : The Petrie Group

http://www.thepetriegroup.wfadv.com/Our-Story.2.htm

6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Almost 90 years of combined investment experience. Two CERTIFIED FINANCIAL PLANNERS. A broad range of investment products and services. 6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Investment and insurance products:. Not Insured by FDIC or any Federal Government Agency. Non-bank affiliates of Wells Fargo and Company.

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6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. 6700 E. Pacific Coast Hwy, Suite 295. Toll Free: (866) 799-6976. Lending and Liability Management. Insurance and Risk Management. Market Commentary and Economic Reports. Investments in securities and insurance products:. Non-bank affiliates of Wells Fargo and Company.

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