Your Goals are the Goal!
We build businesses for various reasons - we love what we do and we enjoy the independence. The income potential is also a big motivator, but how do we make sure this income serves us best? The answer is simple: goals-based investing. In the world of financial advice, we are seeing a welcome trend toward goals-based investing. This trend puts a greater focus on the goals that investors want to achieve with their savings —such as retirement security, paying for college or purchasing a house — and uses these goals to drive investment strategy and monitor progress. Find out more at: https://www.google.com/amp/s/www.forbes.com/sites/pensionresearchcouncil/2017/04/10/goals-based-investing-from-theory-to-practice/amp/ Let Cerberus help you build a goals-based investment strategy for yourself and your business!