Reach Your Goals Through Start Financial Plan
We offer in person or Zoom classes.
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What is My Risk Number?
Did you know human beings are twice as concerned about avoiding losses than they are about achieving potential gains?
That’s one of the reasons humans tend to sabotage their own investing — selling when they get scared, missing the recovery, and buying back in when the markets “feel safe” again.
It all starts with the Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio. The results are powerful.
5 Things You Can Do With Your 401K
- Financial Plan Guide What's my risk?
- What's the cost to start financial plan?
Every Wednesday 1:30 pm to 2:15 pm
Start Financial Plan
- What are results and what information needed to start a plan?
- Understanding your best interest fiduciary
- How to complete online applications and forums
Every Wednesday 6:30 pm to 7:15 pm
Calculate My Portfolio Risk
For example students score on their Current Asset Allocation (Current Portfolio)
76 Risk number (in a scale from 1 to 100)
Negative range-17.0% in 6 months
Positive range+23.3% in 6 months
DISTRIBUTION RATE * 2.17%
EXPENSE RATIO **
0.48% (annual)
2nd Saturday Sylvia Linares-Williams Live or Online Class
CERTIFIED FINANCIAL PLANNER™ Professional
Start Financial Plan One Hour, Discovery Form Completed, Schedule Financial Plan Completion Date
5 Things you can do with your employer savings plan Rollover 401K, IRA
Fiduciary Best Interest Disclosure Compliance
Cost and expense disclosure, pros and cons to rollover employer plan
4th Friday Economics club of Winter Park, September 29 2023, 6pm
Alfond Inn 300 East New England Avenue, fireplace room
This is the earnings season, earnings consensus for Lockheed, Disney, Darden
Economics Blog, Market Review, Monday Morning Outlook by FTPortfolios money manager. Enter email to subscribe:
https://www.ftportfolios.com/retail/blogs/Economics/index.aspx
4th Friday Economics club of Winter Park, September 29 2023, 6pm
Alfond Inn 300 East New England Avenue, fireplace room
This is the earnings season, earnings consensus for Lockheed, Disney, Darden
Economics Blog, Market Review, Monday Morning Outlook by FTPortfolios money manager. Enter email to subscribe:
https://www.ftportfolios.com/retail/blogs/Economics/index.aspx
Connect With Us
Let us give your hand in achieving your financial goals. For more information about our company’s services, get in touch with us today. We’re looking forward to serving you!
Do you know where my 401k is?