Goal Based Financial Planning

Goal Based Financial Planning is an investment methodology in which performance is measured by the success of investments in meeting an individual’s personal and lifestyle goals. This seems simple; however, it represents a significant shift from traditional investment philosophies, in which the success of financial performance is based on a return as an investment benchmark. Goal Based Financial Planning is not a new idea, but one that has gained popularity in recent years.

Jon Marzano is the Managing Principal at Marzano Capital Group, a leading financial services provider in the Triad. For more information or discuss your personal financial goals, please feel free to email us at amcgilvary@marzanocapitalgroup.com; or call us at 336-766-0464.

**Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
All indexes mentioned are unmanaged indexes which cannot be invested into directly. Past performance is no guarantee of future results.

Securities offered through LPL Financial, Member FINRA/SIPC, Investment advice offered through Independent Advisor Alliance, a registered investment advisor, Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

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