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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

Other 
Wealth Accumulation 
Education 
Retirement 

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