Wealth & Risk Management
The Instruments
Wealth & Risk Management
Let us help you SCORE your Risk Number, to better protect your cash-flow during Retirement Distribution.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll better understand what we can do to increase the probabiltiy of success.
Align Your Portfolio
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.
End Your War With Money.
Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.