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Total Wealth Management

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Master’s Advisors – Total Wealth Management

January 5, 2021 by Master's Advisors

We are excited to introduce to you our new financial planning services, Total Wealth Management!
We have designed Total Wealth Management to be an intentional, proactive planning approach that enhances the services we deliver to you by managing your entire financial life.
We have put together a video series for you to learn more about Total Wealth Management and what you can expect to experience going forward.
In part 1 of 5, Garry and Lyle discuss the origins of Total Wealth Management and an overview of the process. In the next few weeks, you will receive additional e-mails explaining the different elements of the service and the new enhancements you can expect moving forward.
Thank you for your continued friendship and partnership with our team at Master’s!

Filed Under: Total Wealth Management

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Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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