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Every goal starts with a plan

We want to help you stay on course as you pursue your financial goals. A complimentary goal planning session with one of our Financial Consultants helps you assess your current financial situation and create a personalized plan for the future that’s focused on your goals. Wherever you want to end up, a goal planning session can help make sure you’re pointed in the right direction.

Call us to schedule a goal planning session.

We build a personalized plan with you

Identify your goals

Your Financial Consultant will gather some basic information, review your current investments, discuss factors that can impact your future, and most importantly — ask what matters most to you.

Explore scenarios together

We’ll collect your information to calculate the probability of reaching your goals. Then you can adjust factors like retirement age, yearly savings, and more to see how much small changes can potentially have a big impact.

Adjust your inputs

We can make it easy for you to explore how changing aspects of your plan can affect the probability of reaching your goals.

Stress test your plan

Create “what if” scenarios that take age and basic living expenses into account to see how events like market downturn or an inheritence may impact your retirement.

eave with a plan

You’ll finish your session with an actionable investment plan in hand, the confidence you need to know you’re on the right track, and a support system to help you along the way.

IMPORTANT: The projections or other information generated by the TD Ameritrade Goal Planning tool (“Goal Planning”) regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Goal Planning results may vary with each use and over time.

Source

Four tips for managing health care costs in retirement.

December 12, 2024 No Comments

Even if you’ve been saving diligently, health care costs can throw a wrench in your retirement plans. A report from the Employee Benefit Research Institute estimates a

Retirement Portfolio Assets: Allocation by Age

May 30, 2024 No Comments

As you progress through your retirement investing journey, consider altering your asset allocation by age as your time horizon, investment goals, and risk tolerance change.

Setting Financial Goals

September 8, 2022 No Comments

Goal Planning Every goal starts with a plan We want to help you stay on course as you pursue your financial goals. A complimentary goal

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