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INFO :
Our offices will be closed on Thursday, November 28, in observance of the Thanksgiving Holiday. What are your priorities? Whether it’s buying a home, paying for your child’s education, or planning for comfortable retirement, we all have short and long-term goals that need sound financial planning to be successful.
At Fulton Financial Advisors, our goal is to make financial planning an easy, informative, and engaging process for you. One of the innovative ways we accomplish that is with our Goal Planning and Monitoring (GPM) software tool.
Together, you and your advisor will create a customized goal plan, test adjustments in real-time, and predict your retirement readiness.
This intuitive, highly-visual resource gives you a snapshot of how various factors can impact how soon and how well you can reach the goals you envision:
Plus, the GPM tool will help you see how changes, small or large, impact the success of your plan and stress-test your choices to help you feel confident that, you can stay on track.