When considering which investment vehicles to use in your personal and professional financial planning, key factors to look at are your objectives and priorities for those objectives. What are you hoping to accomplish – build money for retirement, lower your taxes, leave money to your kids? Here are some objectives to consider:
- Minimize Risk
- Increase Return
- Reduce Taxes
- Maximize Income
- Create Wealth
- Preserve Wealth
- Transfer Wealth
- Hedge Inflation
- Rollover Your 401(k)
- Protect Your Assets
If any of these items are on your financial planning “to do” list, please give us a call at 206-386-5455 to schedule a no obligation, complimentary consultation. We’d love to show you how you can accomplish multiple goals at the same time.
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance
