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Understanding and Prioritizing Your Financial Goals

Over a lifetime of investing, the demands placed on your investments will change based on personal goals, and transitions between different life stages.

Understanding and prioritizing financial goals can influence specific investment choices. Goal(s)-based planning is especially useful when satisfying multiple or even competing goals.

Click on the video for a demo of our goal planning software.

Important areas to consider when goal planning often include Common Life Events and Common Concerns.

Common Life Events

  • Inheritance
  • Retirement
  • Death of a family member 
  • New child/grandchild
  • New job/promotion
  • Loss of employment 
  • Home sale/purchase or renovation
  • Change of marital status
  • Major event - Trip/wedding/move

Common Concerns

  • Retirement income
  • Planning/Longevity
  • Education funding
  • Long term health care needs
  • Estate/legacy planning
  • Planning for parents
  • Major purchase(s)
  • Survivor benefit planning
  • Income tax planning

Whether your goals are simple or complex, our portfolio solutions may prove both personal and customizable. We start with your goals in mind, then help you create a portfolio that is both within your comfort level and complimentary to your financial goals.