Common Financial Goals Flashcards
1
Q
Retirement
A
Build wealth using retirement account with potential tax benefits
2
Q
Personalized Planning
A
Advisor learns about you, your family, and your full financial picture. Together you’ll create a customized strategy based on your needs and goals that can adapt to your life changes.
3
Q
Learning and Insights
A
Want resources to building knowledge on important financial topics.
4
Q
Investing: Decide on the right investment approach for you.
- How confident are you about investing on your own? Need help?
- Do you have a strategy and want to manage your investments on your own?
A
- How much help do you need? Enough to get started or need some expertise to guide my strategy.
- What type of expertise works for you? Want an online portfolio designed and managed by professionals? Want to work with an advisor?
- Value of an Advisor - customized strategy and address life events. Can help you determine how to target multiple goals that span various time frames.
5
Q
Education
A
Starting out - create a realistic and informed strategy for your education goals.
Attending - revisit your strategy with your advisor
After graduation -
