1. Listen
    • We listen to our clients so we can understand their unique goals, their aspirations, and their fears paying special attention to critical financial events such as getting married, having children, and retiring.
  2. Develop a Financial Strategies Action Plan
    • We define an investment plan specifically designed to address our clients needs, such as:
      • Cash flow analysis
      • Tax efficient income
      • Giving back to the community
      • Helping out family
      • Any other special wishes or dreams         
  3. Implement the Plan
    • Using independent, objective and unbiased advice, our professional team selects sound, nationally known managers to help our clients achieve their unique investment plan requirements.
  4. Review / Report / Revise
    • Our professional team reviews and revises our client’s investment plan and portfolio as needed to help ensure it stays congruent with their current dreams, wishes, and concerns. We report in a manner that is simple, concise, and easy to understand. 
 
 CedarDoor Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.

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