My Investment Goals

My approach to wealth management is based on a goal-based investing, which emphasizes investing with the objective of reaching specific life goals. Generally, the most common goals are:

  1. Investing for Retirement
  2. Investment for buying a home
  3. Investment for child/children's education
  4. or just simply General investment - with the main purpose of achieving financial freedom

For me, my goals are to invest for retirement, and general investment with the goal of achieving financial freedom before the age of 45(Rather early age for retirement), assuming I live till 85 years old. My investment would have to be able to last me 40 years. I conservatively estimate that I would require $2500 a month to live comfortably. 

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