It provides investors and financial professionals with a compelling advantage.
As the creators of Preventative Wealth Care®, we believe successful investing and ultimately a rewarding and stress-free retirement, is the result of establishing a Preventative Wealth Care®Plan.
Much like preventative health care, it’s just as wise to prevent or avoid financial problems before they occur. Being proactive versus reactive can be key to maintaining your financial health. Preventing the problems rather than treating the symptoms is the primary purpose of custom portfolio structuring and Preventative Wealth Care®.
Equally important is a forensic approach to risk management, through a focus on non-correlated portfolio construction and exposure to proper asset classes, sectors, and markets. PWC is a simple and painless 3-step process of Assessing, Addressing, and Implementing a clear and purposeful wealth care plan with the goal to enjoy gains when they occur and enjoy sleep when they don’t. Not implementing PWC could be “Hazardous to your wealth”.
A key piece of the Addressing step is knowing exactly what you currently have for investment and retirement vehicles. Trading your money to an insurance company, for example, may be the most ineffective and inefficient way to create a lifetime income. Depleting your principal is potentially a disastrous way to create income.
To aid in this process we created a unique research tool for people who own an annuity or virtually any type of investment and simply want objective and unbiased help to discover the truth and facts about what they have. Visit WhatsInYourPortfolio.com to request a FREE Discovery for Annuities, Target-Date Funds, ETFs, Index Funds, Mutual Funds, REITs & Real Estate Funds, Hedge Funds, Commodity Funds, Pensions, IRAs, 401k, Social Security, and more. You deserve to know exactly what you have and perhaps more importantly, what you don’t. Then you can take that knowledge and learn about potentially better options on how to truly create a Preventative Wealth Care® plan. What’s in your Portfolio?
The Benjamin Franklin axiom that “An ounce of prevention is worth a pound of cure!” is as true today as when he made the quote. Although many people use the quote when referring to health care, we have appropriately applied it to wealth care.