We understand your biggest financial risk is a failure to achieve your most important financial goals. We also know our lives are full of risks, perhaps even more so, since the arrival of Covid in 2020.
Over the years, we’ve developed a sense of which types of risk concern us when it comes to financial and retirement planning. It’s important not to undermine your financial security by taking the wrong risk or even impacting the pursuit of your financial goals due to a misstep.
When you work with us, you’ll have an experienced, fiduciary financial advisor working for you. This builds confidence that you have someone looking out for your best interest so you can more easily avoid the pitfalls of a particular investment or risk.
Since we’re charged with safeguarding your assets, we believe a much higher level of risk management is needed. Large institutions and corporations demand more, why shouldn’t you?
In your working years, you may be the primary breadwinner of your home, so your risk tolerance will be different than that of, say, someone who is already retired. You may have a hard time seeing these nuances on your own, and working with Compass Wealth gives you the opportunity to accurately assess your ability to withstand risk.
It also allows you to weigh your financial needs and goals against a given risk and lean on the expertise of a financial planner to help you adjust, learn, and implement changes to your portfolio or investments.