Using “GPS” to Help Clients Find Their Way

Using “GPS” to Help Clients Find Their Way

Goals-based portfolio solutions can lead to better outcomes

What financial goals do your clients want to accomplish in life, and do they have enough assets to achieve them? Those are key questions, particularly for clients in or near the distribution phase of life. After all, they need to generate the appropriate level of income and growth to turn their objectives into realities. Plus, they shouldn’t subject their assets to more risk than they can afford. 

Defining each goal and its importance is a crucial first step. For inst

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