Asset Accumulation

It is important to develop a defined and disciplined approach to specific savings goals. We work with clients in addressing the following key elements:

  • Identify specific savings goals – college, retirement, major purchases, vacations, etc.
  • Define the target dates for your goals – short, intermediate or long term
  • Develop and maintain an emergency reserve fund for short term liquidity
  • Eliminate short term debt such as credit cards
  • Efficient management of long term debt such as a home mortgage
  • Understand the relationship between risk and reward – what is your comfort level with investment volatility, especially related to the target dates of your goals
  • Take full advantage of tax deferred plans – 401(k), 403(b), TSA, deferred compensation – especially if employer matching is available
  • Selection of appropriate investments and recommendation of an asset allocation strategy consistent with your goals
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