With extensive experience in financial services, we can help you plan, save, invest and manage towards your your needs for many years to come. We look forward to working with you through all stages of your life. Call us at (509) 340-2420 or schedule an appointment online now.
Research shows that four out of five investors have more risk in their portfolio than they realize.* This excess of risk can subject you to greater losses in market downturns. Risk is different for every person based on their unique situation, stage of life, and personality. It is important to understand your personal risk preference so that you can ensure that your portfolio is in line with it and you aren’t caught off guard.
Do you know your risk number? Check out my online risk assessment tool to see where you stand today!