At SC Capital Advisors, we are strong believers in goals-based planning. Using a goals-based framework in financial planning has led to an increase in client wealth of more than 15%, according to research by Morningstar. For goals-based planning to succeed, investors need goals that are important and achievable. However, simply asking clients what their goals are can result in inaccurate goal setting due to behavioral biases we all share. Instead, Clients are best working off a master list of established financial goals to help better identify what’s really important to them. To obtain our complimentary master goals list, please complete the information below.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."