This is called the Envision® planning process.Once we have a full understanding of your highest priority goals – whether you want to live your ideal financial future, save for a grandchild’s education, buy a vacation home, or build on your legacy through philanthropy – the Envisionprocess will help you arrive at an asset allocation investment mix that supports your objectives. We will “stress test” your investment portfolio through statistical modeling when creating your plan to help you determine how likely you are to achieve your goals. |