Reflections, New Value, and Celebrations
An established financial services company helped individual investors create investment plans to ensure a comfortable and well-funded retirement. The strategy was not necessarily seeking huge amounts of profit and growth, but more practically focused on the mindset of each investor as to desired lifestyle and security in old age. This approach suggested continued reflection and exploration of the needs of the anticipated life ahead. What did an individual foresee for life after retirement? What are the current pleasures that she would like to continue? What would these interests require in terms of funding? Reflecting was at the core of this investment approach, striving to accommodate the mindsets ...
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