Would you like to help the next generation?
If so, your investment time horizon may be much longer than you realize.
Your first thought when looking to the future is to make sure that you have enough money to live on. When you’re satisfied that the needs of your immediate family can be taken care of, you may think of providing for the next generation.
Do you want to provide for children or grandchildren? Is there a charity, place of worship, or a cause you would like to help?
If so, one of the goals of your QuickStart will be to provide such support. Your investment strategy will take this into account.
Is Your Paperwork Up-to-Date?
We’ll also help you plan by checking to see if your paperwork is up-to-date for beneficiaries, powers of attorney, and estate plans. We can coordinate with your tax and legal advisors. We can even bring in such help if you need it.
Beyond the Strategy & Paperwork
There’s no denying that it’s good to have a sound investment strategy and to make sure your paperwork is in order. But it’s also good to know that we can continue to advise your spouse or children if anything should happen to you.
Next: How We Invest For You