Working with you today to plan for tomorrow

The Shine Richardson Investment Group of Wells Fargo Advisors, located in Temple, Texas, uses an organized investment planning approach to help our clients craft customized portfolios that encompass all aspects of their financial lives.

Whether it is income for retirement, cash flow for college tuitions, a retirement home, travel and/or wealth preservation, we help our clients to build their portfolios based on their individual needs and goals.

We feel strongly about helping to educate our clients regarding the financial concepts behind investing, retirement, estate planning strategies and wealth management. Included on this website are our Learning Center and Market Watch. We hope you visit our website often to take advantage of this resource.

 

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

HOT TOPIC — Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

The Cost of Caregiving

About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals