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Rev. January 30, 2023FACTS Why? What?WHAT DOES Diversify WEALTH MANAGEMENT SOLUTIONS, LLC DO WITH YOUR PERSONAL INFORMATION? Financial companies choose how they share your personal information. Federal
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Gather all the necessary financial documents such as bank statements, investment account statements, tax returns, and insurance policies.
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Schedule a meeting with a financial advisor at Diversified Wealth Management LLC to discuss your financial goals and objectives.
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Provide the advisor with information about your current financial situation, risk tolerance, and investment preferences.
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Work with the advisor to create a customized financial plan that aligns with your goals, whether it be retirement planning, tax planning, or investment management.
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Diversified Wealth Management LLC is a financial services firm that provides wealth management services to clients.
Diversified Wealth Management LLC is required to file its financial reports with the appropriate regulatory authorities.
To fill out Diversified Wealth Management LLC, one must gather all relevant financial information and report it accurately.
The purpose of Diversified Wealth Management LLC is to help clients manage and grow their wealth.
Diversified Wealth Management LLC must report its financial statements, assets under management, and any relevant client information.
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