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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 risk levels can vary slightly, but this information is in most cases a preferred guide for assessing financial risk.

The Financial Risk Cycle copy







































Early Career [100% Risk] 20-30 Years Old

Career [75% Risk] 30-50 Years Old

Peak Accumulation [50-75% Risk] 50-60 Years Old

Pre-Retirement [35-50% Risk] 60-65 Years Old

Retirement [15-35% Risk] 65 Years Old

Transfer [0% Risk] 80 Years & Above



























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