#1 - Establish Your
Financial Goals

Focus on a disciplined approach to investing

One of America’s Top Wealth Managers

Step 1 – Establish Your Financial Goals

Establishing your financial goals is always the first step in developing a long-term investment plan. Your investment goals should take into consideration both your short-term and long-term growth and income needs. Additional areas of consideration include the amount of money you currently have saved, how much risk you are willing to assume to achieve your goals, and your overall time horizon for reaching your goals.

Strategic Wealth Management
While it will be important to maintain a disciplined approach to investing your portfolio, it will also be important to maintain some level of flexibility to make adjustments should your needs change, or as you get closer to achieving your financial goals.

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Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

© 2016 Linden Thomas and Company All rights reserved.

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

Step 1 – Establish Your Financial Goals

Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

© 2016 Linden Thomas and Company All rights reserved.