Connect your investments to your real-life goals

Have you heard about goals-based investing? It puts you in control by focusing on how your investments can help you reach your goals.

Sure, this sounds like a great approach to investing, and you might even be thinking, “Don’t I already invest to help fund my goals and dreams?”

But the real question is, how does this work? How do you connect your account balance with your real-life activities and goals? For example—how do you see if the money you’re putting away today will be enough for your kids’ education, or your retirement?

This is where Constellation Managed Portfolios comes in.

Constellation connects the dots between your investments and your goals

Constellation is a great goals-based investment program, based on the following beliefs:

  1. You have control. With Constellation, you’re a co-creator of your investment strategy. Together, we can set your specific goals and establish your risk tolerance for each. Constellation will help us create custom portfolios for each of your goals, staying within your timeline and risk comfort zone.
  2. You have support. We get it—the world of investing can be complicated and confusing. That’s why we’re here to help you, and coach you to be more successful in achieving your goals. Did you know—studies show that after 15 years or more working with a financial advisor, advised households accumulate as much as 73 times more assets than otherwise identical non-advised households.1 Continue reading “Connect your investments to your real-life goals”