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      Welcome to Allworth Airline Advisors!

      Congratulations on taking the first step towards a brighter financial future!

      We are thrilled to have you join us at Allworth Airline Advisors, where your goals become our mission.

      To help you understand how our team of passionate and dedicated airline-specialized professionals help you achieve your financial dreams, we encourage you to review these essential details and take advantage of the resources listed below.

      We look forward to making your financial journey a successful one, together!

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      Hello and congratulations on taking the first step towards a brighter financial future! We are thrilled to have you join us at Allworth, where your goals become our mission.

      As part of our family, you will receive personalized attention from our team of dedicated professionals who are passionate about helping you achieve your financial dreams. We look forward to guiding you every step of the way and celebrating each milestone you reach. Let’s make your financial journey a successful one together!

      Working with Allworth

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      Your Support Team

      At Allworth, you're at the heart of everything we do. That’s why our structured support system has been designed to make sure there’s a dedicated professional looking out for your best interests at every point along the way.

      Expand each team role below to learn more:

      Financial Advisor

      Your main point of contact, dedicated to understanding and coordinating your personal and financial goals to align with your life objectives.

      Integrated Team of Advisors

      A group of specialized advisors in retirement planning, tax strategies, estate planning, and more, providing expert insights and strategies to enhance your financial plan.

      Supporting Services Specialists

      Responsible for smooth execution and ongoing management of your financial strategies, handling account administration and client communications to promptly meet your needs.

      Investment Team

      Monitors market trends and adjusts your investment strategies based on economic conditions and your risk tolerance, ensuring your investments align with your long-term financial goals.

      Here at Allworth, you are surrounded by a team of airline-specialized experts who all work together to deliver you timely, comprehensive, and personalized guidance.

      Comprehensive Integrated Services

      We understand that managing your financial health involves more than just investment advice. It encompasses a holistic approach to ensure every aspect of your financial life is in harmony. To serve you better, we offer a suite of integrated services designed to comprehensively address your financial needs.

      Tax Planning and Preparation

      Navigate the complexities of tax laws with our expert tax planning and preparation services. We work closely with you to maximize your tax efficiencies throughout the year, not just at tax time, ensuring that every financial decision supports your overall financial health.

      Estate Planning

      Safeguard your legacy and ensure that your assets are distributed according to your wishes with our estate planning services. From drafting wills to setting up trusts, we provide the guidance needed to protect your loved ones and your assets, no matter what the future holds.

      Insurance Solutions

      Life is unpredictable, but with our insurance planning services, you can prepare for whatever it may bring. Whether it’s health, life, disability, or long-term care insurance, our experts will help you find the right coverage to protect you and your family’s financial future.

      Important Account Information

      While Allworth develops your plan, provides ongoing advice, and manages your investments, Fidelity serves as your account custodian. In addition to regular account statements, Fidelity will send you various types of communication after your account is opened.

      Expand each item to learn more:

      Initial Account Setup

      • Welcome Packet: Once your Fidelity account is established, you will receive a welcome packet via mail. This packet includes a welcome letter, custodial agreement, IRA contribution guide, and any relevant amendments to your agreements.
      • eDelivery Consent: An email will be sent to you seeking your consent for electronic delivery. This allows you to receive statements and trade confirmations digitally. Simply click "I agree" in the email to complete this setup.

      Subsequent Communications

      Depending on the preferences you set, you may receive additional information through mail or email, including:

      • Updates on Electronic Delivery Preferences: Confirmation of any changes in how you receive your documents.
      • Authorization Notices: Notifications about asset movement authorization or changes in interested parties.
      • Account Modifications: Updates on standing instructions, international trading capabilities, or modifications to options trading on your account.

      Standard Updates

      About one week after your account opening, you will be notified about the addition of Allworth’s contact number to your account, a standard part of our process.

      Changes and Confirmations

      You may receive notifications regarding any of the following, either via email or physical mail:

      • Changes to your mailing address, name, email, or beneficiaries.
      • Updates to your PIN or security questions for online access.
      • Any changes in your preference for receiving documents electronically or via paper.
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      How to Read Your Fidelity Statement

      Whether you’re new to investing or just new to Fidelity, we recognize that financial statements can sometimes look complex and overwhelming.

      In our “How to Read Your Fidelity Statement” guide, we break down each section of your statement, explain the significance of the various figures and terms, and show you how to monitor the progress of your investments. It's one more way we aim to provide transparency and knowledge, empowering you to get a clearer understanding of your financial status. 

      Useful Resources

      Curious about next steps in your Allworth journey, wondering how we make investment decisions, or trying to sort through your financial clutter? We’ve created three downloadable resources that can answer those questions and help you stay organized.

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      Your Allworth Journey

      Embarking on a financial journey can seem overwhelming, but at Allworth, we are here to guide you every step of the way. Learn more about our roadmap to your financial success here.

      Our Investment Philosophy

      Having a solid investment strategy tailored to your goals is crucial. This document outlines our comprehensive approach to building a diversified savings and investment plan to fit your life at any stage.

      Planning Ahead Organizer

      Preparing for the future is both thoughtful and responsible. To aid this process, we've developed the Planning Ahead Organizer, a comprehensive tool designed to simplify the management of your affairs for your beneficiaries. 

      What to Expect from Fidelity

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      Your Financial Future is in Caring and Capable Hands

      Should you have any questions or need further assistance, please do not hesitate to reach out. Our doors are always open, and we are committed to providing you with the airline-specialized guidance and support you need to achieve financial peace of mind. We look forward to working with you and becoming your financial ally for life.

      97% of Clients Stay With Us2

      25,000+ Clients

      Best Financial Advisory Firms

      USA Today8

      14th Ranked RIA

      Barron's1

      30 Years in Business

      $22.5 billion AUM4

      Best in Class Ethics

      NBRI9

      © 1993-2024, Allworth Financial. All rights reserved.

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        Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

        Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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        1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

         2 Retention Rate Source: Allworth Internal Data, FY 2022

        3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

        4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

        5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

        6  2021 Value of an Advisor Study / Russel Investments

        7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

        8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

        9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

        ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

        ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

        †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

        Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.