Halliday Financial VisionPlan clients: Accumulate Wealth

There is a defining list of reasons to accumulate assets. We often accumulate money to meet a specific need. Is it to have something to fall back on when times are hard? Is it to pay for something we consider extremely important like retirement or a home or a child’s college education? Is it to leave an extensive legacy to the next generation or have the ability to participate in a business venture?

VisionPlan will provide clarity as to the effectiveness of your plan for asset and wealth accumulation by analyzing the interplay between how much time you have to accumulate that asset, how much risk you are willing to take to do so and your ability to contribute current income and assets to the goal.