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Our Services

Elements® Financial Vitals System

You can think of the Elements® scorecard like your vital signs at a doctor’s office: they help us both see how you’re doing financially and where we should focus out effort to help you progress toward your goals.

How our advisors use Elements®

Worthen Financial Advisors, Inc. has designed our services to meet the diverse financial planning and investment management needs of our clients. Following are the principal service offerings that Worthen Financial Advisors, Inc. personalizes to each Client’s specific needs:

 

Wealth Management Services

Financial Planning Paid Monthly

CREATE YOUR SCORECARD AND RECEIVE A FREE FINANCIAL ASSESSMENT

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