Goal Funding involves the development of a strategic plan to reach a financial goal in the future. These goals may vary widely from having enough wealth to retire in a desirable manner, to sending one’s children to college, to saving for the purchase of a dream home (or vacation home). In each case, we will thoroughly analyze your current and projected financial circumstances and develop the most appropriate and effective plan to help you attain your goals.
We specialize in Retirement Funding analysis, and often use sophisticated statistical probability analysis to help present to our clients the clearest and most accurate projections possible.