Bradley Nagel, CTFA

CONNECT

Address:

677 Baeten Rd, Suite 250
Green Bay, WI 54304

Phone:

(920) 676-3334

Goals-Based Investing

Our Goals-Based Investment Process works in tandem with your Life Stage Planning. When designing your investment strategy, we will review your current investment resources in conjunction with your Life Stage Goals and build an investment strategy to match. This process helps us determine the target return needed to reach your goals without taking excess investment risk. During our periodic review meetings with you, we'll measure our progress towards achieving your life stage goals.