Access our free, intuitive on-line financial planning tool. Answer 5 simple questions and see whether you are on track for retirement. Our CFP Advisor will then work with you every step of the way to develop a plan that you can stick to.
The emotions fear and greed are two of the greatest threats to individual wealth. Many investors are invested outside of their risk tolerance. They typically or usually miss the market upswings because of fear of a pull back. When they finally decide all is clear, the market inevitably pulls back and they sell out and lock in significant losses. They then start the cycle again waiting until the market “feels safe” to buy back in. We believe this poses the greatest threat to individual wealth, and we’re empowering investors to end that cycle.
Once we determine your unique Risk Score, our advisors will then work with you to make sure your portfolio is appropriately invested.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values. Asset Allocation and Diversification does not guarantee profit nor is it guaranteed to protect assets.
Andrew Chou offers Securities and Advisory services through Woodbury Financial Services, Member FINRA and SIPC, a Registered Investment Advisor, . This message is intended for residents of the Unites States of America in certain states only. Please check with us to make sure we are registered in your state. Woodbury Financial Services does not offer tax, estate, accounting or legal advice.
Insurance services provided by NexGen Wealth Management not affiliated with Woodbury Financial Services. Registered Representative may only discuss and/or transact securities business with residents of the following states: CA, WA.