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Goal-Based Plan

Goal-based plans help you get an understanding of what may be involved with accomplishing a specific goal. Common short-term goals include: Planning for college, saving for or buying a vehicle, saving for a home or vacation home, preparing for a special vacation, saving for emergency reserves or any other short-term goal. Typical long-term goals include saving retirement, planning for college, buying a business, estate planning, and preparing for health care costs.



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Goal – based planning allows you to look at alternative strategies and compare potential solutions prior to deciding  which strategies are most efficient, least expensive, or lowest risk solutions for you and your family.   We provide you the tools and guidance to help you reach your goals on your terms and time schedule.


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