Halliday Financial VisionPlan clients:
- Are more likely to have the retirement they want.
- Have the certainty that comes from knowing what their specific goals are. That may take the form of knowing the exact amount they will need to retire or accomplish some other important financial goal.
- Have a greater sense of direction in their finances.
- May be less likely to make sudden changes to their investments in turbulent times because they have the clarity that comes for a long-term view of what those investments are intended for.