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All our relationships begin with a conversation. Just as you want to learn about our team, we want to understand your financial and investment goals and ensure we align with your investment philosophy before beginning to work with you. Once we gather all the information we need, we can begin to create your plan.
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Using your unique information, we identify different goals-based strategies for your portfolio. From there, we will consider possible scenarios and analyze how they’ll affect your goals. Our aim with this approach is to bring clarity to your goals and amplify your confidence that we’re on track to meet them.
We understand that deep relationships start with trust, but we believe lifelong relationships are formed with ongoing collaboration. That is why we frequently review your portfolio and your goals with you – as your life progresses, we will have an open and honest dialogue with you to explore if your plan needs altered or adjusted to continue serving your needs.
To provide additional value for our clients, we coordinate with your network of financial professionals – including attorneys, accountants, and tax professionals – to maintain cohesion across your investment plan. At Woods Levin Wealth Management Group of Wells Fargo Advisors, we approach all our clients as a team, and we believe that extends beyond us to your existing financial network.