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Office One

1673 Mahan Center Blvd.

Tallahassee, FL 32308

Office Two

317 N. Park Ave

Dothan, AL 36303

Investment Management

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

The Value of Our Advisory Program

The Value of Our Advisory Program

Investing requires more than merely choosing the right investment products. To us, success begins with a deep understanding of your objectives and your values, time horizon, risk tolerance, current situation, and expectations. First, we conduct an in-depth interview to discover what is important to you!

From there, we'll create a portfolio management plan that grows and changes just like you do. We make sure our portfolio management plan takes a direction that is essential to you. We also make sure to include strategic long-term and tactical short term investment strategies against the current capital markets' backdrop.

On an ongoing basis, we continuously monitor and adjust for variables that can affect your plan. The team at U-Vest™ Financial will be there every step of the way.

Investment Support with the Latest Technology

We use a combination of the latest technology and our experienced financial advisors team to regularly monitor your portfolio. While working with your advisor, you will gain a professional perspective – and clear direction – for your financial journey with our broker, Waddell & Reed's Managed Allocation Portfolios and Strategic Portfolio Allocation programs.

Request an appointment today to discuss your investment aspirations. Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals.

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