Goals
Have you defined what you want out of Retirement?
"The Goal" determines "The Plan" and "The Plan" determines the Product!
A Paradigm Shift
Retirement marks a fundamental change in your life, so doesn't it make sense to make a change in how you invest?
Principles Based
No Investment decisions should be made outside of the context of the Plan.
Three Bucket Approach
- S.W.A.N Money (Sleep Well At Night)
- Protected Income
- Smart Growth