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Planning Is More

than just

Investments

Tim Greife-Financial Advisor

     Many times I find that people think about Wealth Management as having a sound investment strategy. Though Wealth Management  involves a prudent investment philosophy, it also encompasses a world of advanced planning such as tax, estate, and insurance planning. The heart behind all of this is designing a personalized, holistic, financial plan. The core concept of the plan is to be a guide and resource in helping you ultimately realize your vision of financial success.

     As you meet with your advisor, be open and honest about your goals, dreams,  concerns and fears. You should have an in-depth understanding what you want to accomplish. Remember that as time goes on we come to crossroads, and we have to make changes that can alter our current plans success. Ongoing communication with your advisor will allow us to help adapt your plan to those changes, address new or ongoing concerns, and create confidence.

     Regardless of your net worth, everyone should have a plan tailored to their personal situations. Contact your advisor to create, update & review your plan.

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Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


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