If you have financial goals (destinations) you’d like to reach, you’ll need a roadmap. The path you take may vary from those traveled by your parents, friends and co-workers. You may have various stops, starts and milestones along the way. In general, you’ll probably try to take the most efficient route possible with the fewest detours and setbacks.
But plotting a course is only part of the strategy. Equally as important, and many times unaddressed, is the concept of risk (investment speed).
How fast are you comfortable driving to reach your destination? How fast do you need to drive to get there on time? Do you know when to press the accelerator versus the brake? How do you drive in different conditions?
Perhaps most importantly, how fast are you driving in your retirement savings right now?
At The Granville Investment Group, our advisors can help you answer those questions then create an investment portfolio customized to your comfort level and personal financial goals.
The first step in the process is completing a quick online survey designed to measure your current investment speed and rate at which you’re comfortable going.
Click the speedometer above to launch the survey. After you complete it, one of our advisors will contact you to review the results. No cost, no obligation.