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What kind of investor are you?

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WealthSouth utilizes their experience and knowledge to deliver customized, effective solutions.

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That’s one of the first questions the financial team at WealthSouth asks those who seek their assistance with financial planning. Why? That question leads to conversations that help you and a trusted advisor understand your unique goals and circumstances.

As Wealth Management Advisor Tim Yessin says, “A financial plan is not an end, but a beginning that includes consistent dialogue so your plan changes with your needs.”

If it’s been a while since you’ve thought about your financial plan or discussed your goals, this quick WealthSouth video can be a great conversation starter. Learn more.*

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