This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
It's a new year! Many are excited about embarking upon New Year's resolutions and have set high goals for themselves. However, it is easy to get lost in the sauce and set goals based on what others say rather than what you truly want.
At Dorval & Chorne, we define Quality of Life Planning® as a focus on helping people more efficiently utilize their available financial resources to help improve general well-being as measured by happiness and health, rather than the simple accumulation of money.
