A successful plan always begins with listening.
It allows clients to articulate their goals and gives us a comprehensive understanding of their resources and financial situation.
Planning enables us to address our clients' most important issues:
- How do we be sure we will not outlive our money?
- Can we maintain our lifestyle during our retirement years?
- How much risk should I be taking?
- What amount can I spend from my portfolios?
The Financial Goal Plan
For each client we create a customized Financial Goal Plan that looks to maximize the likelihood of achieving specific goals over time. Our objective is to implement a plan – both asset allocation and spending strategy - that offers a very high probability of success.
The benefit for clients is the peace of mind that comes from knowing they are on track to achieve their goals.