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risk tolerance

Assessing Your Risk Tolerance

How much RISK will your retirement plan allow? In the arena of financial planning it is absolutely critical that your investment strategies are in alignment with your risk tolerance. Take a glance at the chart below to see if your portfolio is at a dangerous or healthy level of risk.
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Your Financial Risk Cycle

At West Coast Financial Services, our concern is to always help retirees allocate their assets to match their risk tolerance. This is vital because more often than not retirees are exposed to more risk than they are comfortable with or aware of, so we help fix that problem. Below you will find The Financial Risk Cycle, which shows each age group's calculated risk tolerance level. Note, these ri...
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