No investment should ever take place without a strong investigation into the financial goals of each client. These should be very specific goals for the attainment of wealth, which could be anything from a retirement with no compromise in lifestyle, to the education of their children. Each client will have a capital needs analysis done to project what will be needed to arrive at that goal. Then, we make a financial plan for the realization of those goals. Finally, we devise a portfolio strategy that’s appropriate for the execution of the plan.

Goals + Plan + Strategy = Financial Independence.