Here at Gulf Coast, we realize that investing, insurance, and planning can be scary. We offer the best and most up-to-date risk assessment software to calculate our clients’ risks. We believe that peace of mind is a major part of any good investment strategy. We also maintain the philosophy of a protection firm.
How Much Is Too Much?
Would you be comfortable losing 10% of your portfolio in a market
Or what if I asked the same question in a different way: Would you be
comfortable losing $100,000 of the money you were saving for retirement?
Oftentimes, advisors speak to their clients in terms that are hard to visualize and comprehend. In fact, according to Riskalyze, 4 out of 5 people have more risk in their portfolios than they previously realized. Unfortunately, those investors may not understand the impact of this misalignment until their money is lost.
At Gulf Coast Financial Associates, we offer tools to help you understand how your portfolio truly aligns with your investment goals and expectations. A 5-minute Riskalyze questionnaire will pinpoint your exact Risk Number and help us to craft a portfolio that aligns with your personal preferences and priorities.
To complete a complimentary Riskalyze questionnaire and realize the amount of investment risk you are comfortable with, contact our office at 225.239.5040 or by email at Peter.Mars@mygcfa.com.