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.

 

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

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

Life Expectancy

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

More Calculators →

HOT TOPIC — Correction Time: The Market Takes a Hit

A look at some of the factors behind the recent market volatility and why investors should focus on long-term goals.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Social Media Marketing Strategies

Social media is a convenient way for a small business to build customer relationships and gain market exposure.

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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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