Goal Accumulation

Goal Accumulation can include any substantial expense such as the cost of school tuition for children or the purchase of an automobile, new home, or vacation home. Once we help you estimate the cost and time period for your goal, we will then offer a prudent strategy for you to pursue your objective.

Deciding which investment vehicle works best for a specific goal can be a cumbersome task. Our experience can help match the appropriate vehicle to the goal, whether it be a money market, 529 plan, mutual fund or IRA account.