Unfortunately, in the investment industry, there is not enough emphasis placed on individual’s goals. That is, far too often, investor’s are directed to buy or sell investments for reasons other then their goals. All CitrinGroup accounts are invested with one objective- to help you achieve your goals. Your goals are the foundation of your investment plan. Every single dollar you invest should have a purpose- each dollar invested should be getting you closer to your goals.

Before opening an account with CitrinGroup, you must specify what goals you are investing towards. To do this, you must tell us the following:

• The name of your goal (for example: College for a child)
  
• When you want to achieve this goal (for example: 9 years from now)
  
• How much this goal will cost (for example: $30,000 in today’s dollars)
  
• Will you be saving money towards this goal (for example: $100 per month)
  

By telling us your goals, we will provide you with

• A comprehensive list of all your goals
  
• The required rate of return on your investments to achieve your goals

In addition, after funding your accounts, we will automatically invest every dollar into the optimal mix of investments to help you achieve each goal.