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Define your goal   (Step 1 of 2)

Different financial goals require different investing strategies.

To get started, please tell us about your goal—are you saving to fund your golden years, a child's education, or to accumulate as much as you can? What you're investing for is the first factor that will help us determine your investment style, and to suggest a portfolio designed to help you pursue your goal.

Financial Goal

Wealth Accumulation 

(This can be convenient if you have more than one goal and account.)
(e.g. Lake House; Emma's College Fund)