Our Investment Planning Process with LifeSync℠

After gaining a clear picture of your financial landscape, we use this information to help create a customized plan for you through LifeSync℠. With LifeSync, we work with you to make more informed decisions — big or small, simple or complex — through all stages of your financial journey. It’s advice for life. LifeSync enables us to collaborate with you to plan for known and unknown events, offer suggestions to help make the most of your money, and check in with you when your life circumstances change and your needs shift.

The Process

Together, we will follow a cyclical and ongoing process in your wealth management journey defined by these five steps.





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Hardy Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, LA, MA, ME, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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