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Your Life (Orion)- Is a way for you and your advisor to know how all of your accounts and investments are working together and performing at any given time.

Your Legacy (eMoney)- Will show us what your big picture goals are for you and your family. It is our planning tool to help plan your ideal retirement and to create living legacies.

Fidelity Clearing & Custody Solutions℠ provides clearing, custody and other brokerage services to Weaver Consulting Group through National Financial Services LLC, Member NYSE, SIPC. Click here to be redirected to your custodian’s website for access to your personal account information. Read moreherefor disclosures.