Goal Planning

Investing, Planning, and Guidance

Goal Planning is the process of taking steps to achieve your desired outcome. Whatever your goals may be, this process of detailing the needed steps to get there will be of value. Investing should be mindful of a person’s objectives and goals. We can’t get “there” if we don’t know where we are or where we are heading! We work with each client to help determine where they are financially and where they want to go.

Just as your goals are established up front, we also work with our clients to identify major life events or changes that may impact their goals and adjust accordingly. Unlike larger firms or brokerage houses, we pride ourselves on getting to know our clients on a personal level. This allows us to better plan for knowns or unknowns which might have otherwise been overlooked. Just as important, we will be in a better position to guide our clients through selecting a stock market risk level which they are most comfortable with.



Disclaimer: “Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training. If you are interested in our services, please see our Disclosure Brochure (Part II of the form ADV); which provides detailed information about Sara-Bay Financial Corp. and inherent risks that may be associated with our advisory services.

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