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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
If you’re designing a new home, you probably ask a professional for help. You should treat your retirement the same way. And knowing how to structure your retirement portfolio is potentially a lot harder than designing a home. That’s why once you’ve mapped out your goals, you should bring in an expert to help you put together a financial plan or fine tune the one you already have. It should have specific recommendations, such as:
1. How much you need to save?
2. When you can retire?
3. How much you can spend in retirement?
4. How much investment risk you should take?
5. How much you can leave to others?
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.
