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678-941-3493

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Wealth Planning Process

We follow a disciplined wealth planning process to address what is most important to you and your loved ones. Our approach helps you pursue the specific milestones we establish together and incorporates investment planning, retirement and estate planning, and insurance strategies. Ongoing monitoring of your progress helps to ensure your plan remains on track in the pursuit of your short- and long-term goals.

We Listen

To understand your lifestyle needs and personal goals. We work with you to establish financial objectives that best serve your needs.

We Prioritize

To deliver customized strategies that address your specific financial needs and goals. By modeling different scenarios, developing tailored strategies and uncovering opportunities we are able to prioritize your financial decisions.

We Implement

To set appropriate financial strategies in motion that are designed to pursue your financial goals and objectives. Our insight into the needs of today’s investors focuses on customized and flexible investment selection.

We Review

To continually assess changing goals and circumstances—in your life and the world around you—to ensure you remain on track toward your goals. Ongoing review and rebalancing of your financial plan is an integral part of our process, enabling us to adjust your wealth management strategies to help you grow, protect and preserve your financial well being.

Contact

Stability | Loyalty | Independence

Office: 678-941-3493

108 Corporate Dr.

Carrollton, GA 30117-2464

jason@nortonfinancialinc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities are offered through LPL Financial, Member FINRA/SIPC. Norton Financial Inc. is another business name of Independent Advisor Alliance. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC and Norton Financial Inc. are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CRPC conferred by College for Financial Planning.