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Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.
The presence of this website on the Internet shall in no direct or indirect way raise an inference that GoalQueste is soliciting investment advisory clients in any state other than a state in which Goal Queste, LLC is registered. In other words, Goal Queste, LLC only transacts business in states where it is either properly registered or excluded or exempted from registration requirements. The financial advice that you receive from Goal Queste, LLC does not include formal tax or legal advice unless entered into under a separate contract. Consult with your credentialed tax advisor or attorney regarding those issues.
Not FDIC Insured. No Bank, State, or Federal Guarantee. Goal Queste, LLC cannot guarantee any specific future financial results or provide any warranty against financial loss.
All content and images on this website are owned under copyright © 2012 by GoalQueste LLC. All rights reserved.
Site Design: Avayou Design | Photography: Eric Mencher | Photography: Monica Silva | Copywriting: Sara Thurston
We tend to root for underdogs even though we know they’ll need a miracle to win. Is that why we think we can hit the jackpot with one great investment decision? At GoalQueste, our philosophy takes a more realistic approach.
- Markets work. Competition ensures that it takes higher risk to seek higher returns. The result? Fair value over time.
- Stocks have a higher expected return than bonds, and certain stocks have higher expected returns than others. Knowing which is which is key.
- Diversification is the ultimate protection when things go wrong in one investment class or sector – which happens from time to time.
- Fees erode your investment returns before you even earn a penny. Our investments don’t have sales loads and we don’t take commissions. We are fee-only and our compensation is designed to keep the focus on you.
You probably already know what you want out of life — you just need some organization to help you get there. At GoalQueste we start with honest questions and a reality check. The result? A road map that considers all Six Disciplines of financial planning.
