Too Much Risk?

They Were Taking Way Too Much Risk

Bob and Mary are both age 65 and have been retired for 5 years.


They Were Taking Way Too Much Risk






Real Success, Real Stories

Bob and Mary are both age 65 and have been retired for 5 years. They stated they did not want to lose any of their principal if the market went down. A 2nd Opinion revealed 8 of their 15 mutual funds had lost over 40% in a single year in the past. The analysis also uncovered if the market dropped by 40% their account would have lost over 45%. Their advisor had told them they had a “moderate risk” portfolio when in reality they had an aggressive portfolio bordering on speculative. Their 2nd Opinion saved them from losing any more money when the market dropped.

* Case studies are for illustrative purposes only and should not be construed as a testimonial. They do not represent the experience of any specific advisory client. Each client’s situation is different, and goals may not always be achieved. None of the persons photographed is acurrent or former client of True Peace Financial. These photos should not be construed as an endorsement or testimonial from them. Reference full disclosure at the end.

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