About Wealth Ensured
We work with clients nationwide, providing financial services to conservative investors. We specialize in providing guidance to folks who want to protect, grow and enjoy their money – and take steps to help ensure their future financial freedom.
Do you want to protect yourself from risk and volatility? As your financial advocate, advisor and coach, we can help you create and attain the lifestyle you dream, to safeguard your financial future.
Your money may have to last as long as 50 years – or more - and you simply cannot afford to make mistakes. We help people just like you, at all economic levels, plan for a worry free future. Wouldn't it be nice to know that your money will be ready for you when you need it most?
Money can be an emotional subject and some people can find financial planning can be stressful, especially when looking far ahead. Fears, uncertainties and doubts abound: "Will I have enough money when I need it? How will rising health care costs and inflation affect me? Market downturns? Am I at risk of outliving my funds and if so - then what?"
Don't worry - be happy. Because if your goals are to build a family legacy, reduce your income tax liabilities and create a financial plan to ensure your wealth, we can help with the knowledge and tactical investment strategies to achieve those goals. Our investment philosophy focuses on the preservation of wealth during both the accumulation and distribution stages of life, using a system that is designed to be low risk and low volatility. Our goal is to provide you with a clear road map and plan as to how to achieve your individual financial goals.
Risk - The "Full" Story
We look after you by giving you a means to help protect what you’ve worked so hard to build. We believe that we can help you secure a better financial outcome by ensuring that your goals remain our top concern.
What’s “best” for you? There is no one “best place” to put your retirement money because everyone has unique needs and goals, different risk tolerance levels and different timelines as to when they’ll need their money. There is no product, strategy or asset class that will fit everyone.
However, we have found one strategy far too common: too many people have most or all of their retirement money in the “market” and don’t understand what percentage of their assets are at risk of being lost. And, worse yet, they don’t have an exit strategy for when the market declines. In order to make sure your money is in the “best place”, your unique circumstances and goals must be considered.
We can help you strike a balance between your short-term needs and your longer-term goals. We can help you take steps to safeguard your wealth and we can focus on taking steps to help ensure that your portfolio will meet your future income needs. We can help you coordinate the income from your retirement funds, pension (if you have one) and your Social Security to plan for a worry free future– a futuret where you can enjoy the fruits of your labor without fearing that you’ll running out of money in your lifetime.
Low Risk, Low Volatility Planning
We believe that the secret to our clients’ happy retirements lies in providing them with portfolio management that is designed to be low risk, low volatility.
Sadly, many people don’t realize that the brokerage houses’ and financial institutions’ methodologies can stand in the way of achieving goals for a majority of investors. Those organizations use “buy and hold” or “asset allocation” strategies which can lead to investors having no idea where their portfolio will be in 5, 10, 15, or even 20 years.
We firmly believe that you cannot have peace of mind about the future without understanding and managing your risk and we are committed to providing you with low risk, low volatility investment solutions to give you peace of mind.
Please ask yourself what you and/or your current advisor have done to reposition your assets since the last Financial Crisis of 2007-2008*, so you don’t lose again. And ask yourself – how much time did you spend over the last 10 years rebuilding what was lost? Have you finally been able to actually gain additional wealth?
Ask yourself, when the next financial crisis hits, which type of portfolio do you want to have? A low risk, low volatility portfolio that will give you peace of mind - or - a portfolio like most others had when they lost 40% or even 50%?
You too could benefit from our focus on helping you protect, grow and enjoy your wealth.
We appreciate the opportunity to sit down for a friendly conversation with you, so we can learn about your situation, goals and objectives. Regardless as to if we can, or cannot be of service, there's no cost or commitment and you will at least have the comfort of knowing that you have consulted with a knowledgeable professional about the important, and possibly even irrevocable financial decisions in your life.
Take action today to ensure your financial freedom tomorrow. At Wealth Ensured, we believe that there are other options and solution - and we know you’d want to know more about them!
Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.