“Worry is the interest paid by those who borrow trouble.”
–George WashingtonOne 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 somewhere else.”
–Yogi BerraUnderstanding 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.”
–Vince LombardiIt 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.
WealthPlan Advantage’s goal is to serve each client with integrity and honesty and be considered a trusted and indispensable advisor.
WPA develops innovative strategies that 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 Insurance professionals.
WealthPlan Advantage’s mission is to help you simplify 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.