Your Goals

In this exploratory step you’ll be amazed at what you might add to your list. And while goals will compete, you can always make room for that special “life long never thought I’d ever get to do this” thing. At this initial phase, we do prioritize your goals to take us to the next step. We know that over time goals may change and that is natural.

These articles might help you put your goals down on paper:

• The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.
• 9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.
• A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
• 9 Facts about Social Security There are things about Social Security that might surprise you.
• A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security.

Call us, and we can help you define your goals.