Strategic Wealth Partners, Inc.

CONNECT

Address:

1507 Caldwell St
Conway, AR 72034

Phone:

501-329-2054

Fax/Other:

501-329-4045

DESIGN IMPLEMENTATION REVIEW

  • Annual review and accountability exercise.

  • When setting financial goals and objectives, you should focus the timeline of the goal in three year windows.  In doing this, you should ask yourself this question: At the end of three years, what will need to have happened in order for me to feel happy with the results.