“Worry is the interest
paid by those
who borrow trouble.”
One of the most important components
of successful investing is faith. Faith can
counterbalance the fear many investors
have about risk and volatility, which are
two separate issues and should be
managed as such.
History has shown us that faith in the
future is rewarded over time. The S&P
Index has appreciated significantly over
time, despite some painful market
corrections. WealthPlan Advantage
builds your portfolio with conviction
in the long-term outcome of your investment, and advises you on how
to balance risk and return.
“If you don’t know where you’re
going, you’ll probably wind up
Understanding your time horizon is
critical to investment success.
Statistics show that you can look forward to a life expectancy of 25- 30 years in retirement. WealthPlan Advantage will design your portfolio to help you maximize your long-term income goals.
How your portfolio performs in the next
quarter or the following year is not a concern. It’s results over the long-term that matters. WealthPlan Advantage adopts a realistic philosophy that matches your lifestyle needs to your lifetime financial goals. We demonstrate patience, which is an approach that has rewarded our clients well over time.
“The pain of discipline
hurts far less
than the pain of regret.”
It takes discipline to save and
invest. There is a tremendous
advantage when you implement
your savings and investment plan,
and then have the discipline to
follow it through.
We believe the most important recipient
of your money is you. Therefore, we
encourage our clients to pay themselves
first. Saving and investing each month
shows how the discipline of not trying to
time the market can be a winning formula.
Resisting the temptation to invest in the
newest fad is another example. WPA can
help you build a plan that is well-suited
for your long-term goals.
and be considered a trusted and indispensable advisor.
address each client’s unique situation, focusing on
‘Return on Life,’ as well as ‘Return on Investment.’
These strategies often go beyond financial advice
and may involve our strategic alliances with a
respected network of Estate Planning, Tax, and
the process of integrating asset management and
financial planning into your life, which at times can be very
complicated. We will provide you with a customized
and realistic plan to guide you through life’s
challenges. We offer responsive service and take pride
in our client’s well-being.