Do you understand why you own the current investments you are in and how they fit in your overall financial plan? Do you understand how much of the “Up-Market or Down-Market” your portfolio can capture? Do you understand the “Real Risk” you are taking with your portfolio?
We have found that many so-called financial advisors are just financial sales people disguised as Financial Advisors who are just selling products (Stocks, Bonds, Mutual Funds, EFTs, Annuities, Life Insurance...etc).
We believe that every good investment strategy, should start with a good protection strategy first. You have worked hard your entire life to save and accumulate your assets only to find out you are taking unnecessary risk during retirement.
While most financial people are concerned about comparing your success to some stock market index that you cannot invest in; we want to find out what your personal retirement index (PRI) is. Your PRI is the rate of return you need to be able to do all the things you want to do in retirement. Do you understand what your PRI is? At Legacy Wealth Advisors, our goal is to focus on minimizing risk while providing an adequate return based on your family’s PRI.
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