No alert. TV Output: 0

Investments

With asset management, retirement planning, and more, our Financial Consultant is committed to understanding your short and long-term investment objectives. Start planning today for your financial future.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

Do you know how much risk is in your portfolio?  Find your Risk Number and get your FREE Portfolio Risk Analysis!

 

Riskalyze is technology that mathematically pinpoints your Risk Number, and aligns a portfolio to match. Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a way for you and your Financial Consultant to establish the correct amount of risk for your investments.

Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations!

 

Everyone has a Risk Number. Let’s find yours.



Capture Your Risk Number

First, take a 5 minute quiz that covers topics such as portfolio size, financial goals and what you're willing to risk for potential gains. We'll then pinpoint Risk Number to guide our decision.

Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

Review Your Current Investments

It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.

Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. The risk range shown describes the comfort zone for your investments. Over the next six months, it represents a hypothetical target that you would prefer to keep your investments within. Using the hypothetical xample shown, this would mean the investor would be comfortable risking a loss of -10% or $-103,500 in exchange for the chance of making a gain of +21% or $207,000. There is no guarantee any investments would perform within the range

Align Your Portfolio to Match

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.

The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.


*1 Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

*2 Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. The risk range shown describes the comfort zone for your investments. Over the next six months, it represents a hypothetical target that you would prefer to keep your investments within. Using the hypothetical example shown, this would mean the investor would be comfortable risking a loss of -10% or $-103,500 in exchange for the chance of making a gain of +21% or $207,000. There is no guarantee any investments would perform within the range.

It's never too early or too late to start planning for retirement.  No matter where you are in life, we have the tools and investment options to get you started on the right path.

  • Traditional and Roth IRA's
  • Retirement Plan Transition Assistance
  • Annuities
  • Stocks and Bonds

Contact David Whetsell

Retirement Calculator

An employee retirement plan can benefit your employees and your business.  At PS Wealth Management, we can offer Employer-based retirement options to help meet the needs of your employees, as well as, your business.  Contact our Financial Consultant for options.

Contact David Whetsell

We make it simple.  With a Model Wealth Portfolio, our clients benefit from a process-oriented approach to align their unique investment goals with their customized portfolio.  

  • Model Wealth Portfolios
  • Buy & Sell Stocks

 

Contact David Whetsell

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

 

Saving for education is an investment in your child’s future. Investments in an Education Savings Plan may grow tax free and withdrawls are free as well, when used for qualified educational expenses.

  • Qualified Tuition Programs (529 Plans)
  • Coverdall Education
  • Savings Accounts

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Contact David Whetsell

Education Calculator


  Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. PS Bank and PS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PS Wealth Management, and may also be employees of PS Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PS Bank or PS Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, NJ, NY, NC, OR, PA, SC, VA, MD.