Wealth Creation Roadmap
The team at Precedence Capital & Gravitas Securities Inc. will develop a clear roadmap of how to reach your financial goals with absolute certainty.
First, the team at Precedence Capital will identify which investment solutions and tax-saving initiatives will get you to your goals faster.
Precedence Capital will then Identify pros and cons of your current investment initiatives, describing fees, risks, and tax inefficiencies.
Each one of your accounts has its own Investment Policy Statement with Precedence Capital & Gravitas Securities Inc.
They have a clearly stated set of rules of do’s and don’ts when investing. They seize opportunities, yes, but most importantly, they stick to the plan.
So this step in our process is about creating a document that will state what investment discipline means for you.
In previous steps, we identified the exact amount of financial resources you will require to reach your own personal financial independence. The Wealth Creation Roadmap will provide you a clear path to reach those goals.