At the Wood Priddle Sheppard Financial Group, risk management is our investment priority. Starting with a deep understanding of our clients' required rate of return based on their plan, we are able to manage risk where needed. This approach gives our clients the assurance that their hard-earned wealth is being monitored and controlled based on their individual risk tolerance and that their desired lifestyle will be maintained.

 

1 - Market Risk

• What is your allocation?
• What is your rebalancing process?

2 - Interest Rate Risk 

• What is your laddering strategy?
• Do you have inflation protection?

3 - Investment Management Risk

• Do you have due diligence process?
• Who manages your managers?

4 - Income Risk

• What would happen if you were no longer here?
• Would you run out of money?

5 - Tax and Estate Risk

• Do you know what your tax liability would be if you and or spouse passed away tomorrow?

 

If you aren't sure how much risk you're taking on, or what your required rate of return is, it's time to give us a call.