// Old Nav ALP Mobile Fix
Broker Check

Accumulate Wealth

Strengthen foundation

  • Be persistent in saving & disciplined in spending; spending sacrifices may be required

Make retirement a priority

  • Establish monetary goals for retirement
  • Seek wise counsel, update retirement strategy

Rachett down investment risks

  • Maintain well diversified portfolio; manage tactically, monitor progress
  • Maintain protection for head of household; review all insurance every 3 years

Document all financial information & its location

  • Insurance policies, investments, bank accounts, military records, employee benefit information,

Monitor Progress Towards Goals

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.