The financial planning goal is to build wealth and the outcome is growth.

Financial Planning Accumulate

Work and Save for Your Life Goals

The accumulation phase of the financial planning lifecycle can last 35-40 years. These are the high-income earning years where a solid foundation is necessary to assure success throughout the other financial cycles. During this phase you can work towards a specific goal such as charitable giving or college planning or build towards a dream retirement.  Patriot Advisory uses holistic goal-oriented concepts to assure success. 

Some concepts used are dollar-cost averaging, risk mitigation, short term, and long-term savings plans. Patriot Advisory Group’s investment experience helps construct the proper asset allocation model to help navigate the many market cycles during this phase.  The goal during the accumulate phase is to build wealth and protect it for those you love.

Are you in the financial planning accumulation phase?

Let’s discuss. Start by telling us a little more about yourself and your unique situation.

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