Big Milestones/Big Plans

Many of you are familiar with the GPM (Goal Planning & Monitoring) software we use when going through our financial planning process. There are many things we love about the program—the “predictability meter” showing the likelihood of achieving our goals before running out of money, the ability to look “under the hood” to see what your income will look like/where it comes from in the future, and the overall comprehensiveness of the program. In addition, being able to add in things like healthcare before Medicare, recurring automobile purchases, college education funding, weddings, travel and any other needs or wishes makes this a truly wonderful planning tool. We measure our results not only on investment performance, but how likely we are to achieve your goals - which is ultimately, what matters most.

Linked below is an article from Raymond James Worthwhile magazine titled, “Big Milestones/Big Plans.” It has many good planning tips for a lot of life’s milestones—from first jobs to job transitions, weddings, children, home purchase, surprises, windfalls and retirement to sandwich generation issues and last goodbyes. We think you will enjoy it.

As we enter November, we are very thankful for our client relationships. We appreciate your continued trust and confidence and will continue striving to give you a high degree of predictability of achieving your goals!

Big Milestones/Big Plans

-Gary Weiss and Kelly Hughes, November 2019

As featured in WORTHWHILE, a quarterly periodical dedicated to serving the clients of Raymond James advisors and affiliated advisory firms and is the sole and exclusive property of Raymond James & Associates, Inc. Copyright 2019 Raymond James & Associates, Inc. Reprinted with permission.  

IMPORTANT:  The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.  Results may vary with each use and over time.

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