Your advisor says you have a moderate risk portfolio.
What does that really mean?
If the market is up 10% how much would you expect to gain?
What if it’s down 20% how much could your portfolio lose?
Why is this so important?
What if your risk of losing money is more than you want or can afford? An audit can help to adjust it.
What if you aren’t earning enough to maintain the income you need in retirement? Well, An audit can help adjust it.
An AUDIT is to your Financial Plan what a Tune Up is to your car, but surprisingly most investors have never had this calculation done for them. Now you can. It’s complimentary and part of our concierge advisory service.
It’s a simple 3 Step process.
Step 1
What rate of return do you NEED to reach or maintain your retirement goals?
What amount of loss is financially too much? How much can you tolerate to lose before it is too much?
Step 1 answers these questions . . .
Step 2
Since every investment has a track record we use software to calculate three important facts about your portfolio:
How much it would be expected to gain in good markets, how much could it lose in bad markets and how long should it be able to provide you income.
Then we provide one more step . . .
Step 3
Does your portfolio match YOU? When markets go down will it lose more than you can tolerate?
What is the probability that your portfolio can provide you retirement income for your lifetime?
Third step answers these questions AND provides a solution to match your portfolio to YOU.
