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The Murchison Group Mission
It is our mission at The Murchison Group to strive to make a positive difference in our clients’ lives by providing superior service in each of the following areas:
  • Helping clients make sound financial decisions.
  • Encouraging clients to think of themselves as stewards of their resources.
  • Being a dependable source of wise counsel and clear thinking.
  • Developing meaningful relationships.

Why Invest With Us
  • We can help you navigate life’s financial pathways
  • Our innovative planning process is designed to help us keep you on course
  • Wells Fargo Advisors is fully equipped as an organization to help you succeed financially

The advantages of working with us
It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:
  • Provide advice and guidance to help you focus on your short- and long-term financial goals
  • Help you create a plan geared to your goals and circumstances
  • Help you focus on and manage other important aspects of your financial life

The benefits of our goals-based planning process
Instead of simply investing toward a dollar amount for a retirement target, our Envision® planning process is refreshingly realistic and innovative. Our approach includes:
  • An exploration of your unique goals and dreams
  • An investment plan built to support your needs and goals
  • The ability to review your plan to help to keep you on track
  • Flexibility to update your plan to reflect life or market changes
  • Easy-to-follow reports and updates

Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Next steps
It's time for a conversation. Call today.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Envision® methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2021 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

Let’s invest in your future.

Contact us today to schedule a phone or sit-down discussion.

The Murchison Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DC, DE, FL, GA, HI, KS, MA, MD, ME, MO, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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