Wealth Intelligence

You certainly have an idea of what you’d like to do with your well-earned retirement after a lifetime of hard work. It may include traveling the country or seeing the world, buying a second home up in the mountains or on the beach. Perhaps it includes focusing on your favorite hobbies, whether it’s tending a farm or creating arts and crafts. And, of course, it also includes spending more time with your family and friends.

At Wealth Intelligence, we focus first and foremost on what is important to you.

The fancy financial term for this is goals-based planning, and it simply means we measure success by how you are progressing toward your goals rather than against some arbitrary benchmark like the S&P stock index.