What you don’t know can cost you money

You understand the importance of building sound investments for your future and may even have some investments in place.  But, do you know how well you’re doing?

Without a centralized plan, the many disadvantages to Scattered Investing include:

• Overlapping positions resulting in less diversification.
• Excessive management fees.
• Incomplete and fragmented performance reporting.
• Unnecessary taxes due to lack of coordination between your investments and estate plan.

A focused, centralized plan is a smart way to diversify and maximize earnings.  A well thought out financial strategy that takes your goals, risk tolerance and time horizon into account, carried out in a coordinated fashion, will allow you to avoid the pitfalls of scattered investing and save you time and money.

Our step by step process at Wealth Preservation Solutions is straight forward. First, we get to know your objectives, comfort zone, and time horizon. We then put together an overall game plan. Once the plan is implemented, we meet regularly with you to monitor your portfolio and keep your plan on track. You can be secure knowing that you have a well designed, fully diversified portfolio.

Learn about the Wealth Preservation Solutions Investment Planning Process.