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Investment Planning requires
a thorough understanding of a client's goals and
risk profile. It is important to take into consideration
time horizon, the purpose of the investment, and
the overall risk the client is willing to take. Every
client is offered, at no cost, an Asset Allocation
Model. At its core, Asset
Allocation is an attempt to maximize
investment returns while minimizing investment risks.
It has been widely accepted in the investment community
that an investor's Asset Allocation decision is the
single most important decision they will make in
determining their long-range portfolio performance.
Through our association with Transamerica Financial Advisors,
Inc., we have access to several 3rd party private money
managers and platforms, as well as the traditional institutional
public money managers. These are fee based investment programs
that align the interest of the investor and the financial
professional. As a WFG investor, you are part of a unique
and comprehensive system we call the Prudent Investment
Process. Here are the step we recommend do our investment
clients:
- Evaluate current financial status.
- Define investment goals.
- Determine risk tolerance.
- Select Asset Allocation model.
- Implement specific investments
- Review the annual progress, and rebalance.
After implementation, you have just begun. The most
important factor in a long-term successful investment
plan is continuity and consistency. We are here to help
you stay on track even when the various investment markets
are volatile.
Fee Based Plans may not be suitable for all investors. Please
contact Chad Wall for information regarding Fee Based Plans and its services, including fees and expenses.
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