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You Need A Retirement Advisor

Posted on by WCFSRetirement
It is absolutely essential that you work with a Professional Retirement Advisor, not only for current and future advice, but also to build a lasting relationship with someone you trust. Proper advising consists of providing innovative solutions and strategies specifically tailored for individual client needs. At West Coast Financial Services we take great pride in serving our clients before an...
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Assessing Your Risk Tolerance

Posted on by WCFSRetirement
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

Posted on by WCFSRetirement
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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