
WealthSentry
What keeps investors up at night?
The fear of a market in serious decline!
Everyone likes a market while it’s going up. But what’s to do when the market is falling?
- Sell?
- Buy more?
- Protect?
Emotions get the best of all investors, novice and professional alike. We’ve created a way to reduce the anxiety!
WealthSentry from AmericasRetirementPlan.com and the Reed Financial Group, Inc. automatically monitors the S&P 500, the EAFE and other markets each day. If markets hit your predetermined Volatility Target, moderately aggressive or Aggressive Portfolio are automatically re-positioned based on investor to guidelines to either a Moderately Conservative portfolio until new parameters are achieved, in order to guard against potentially serious decline.
This way, you’re never “out of the market”, however, your portfolio is re-balanced to a much less aggressive portfolio. Portfolios that utilize WealthSentry can let you sleep better at night, knowing that you have a well thought out, specific plan of action in the event that things get turbulent. You know your portfolio is being watched and a strategy in place to make sure your Retirement stays on track!
WealthSentry is not a stop loss system. Instead it is based on pre-arranged target portfolios for growth and preservation based on you and your needs.
That’s what we call Retirement Oriented Intelligence!
- Rollover your old 401k, or other Corporate Retirement Plan today!
- Transfer IRA’s and Brokerage Investment Accounts too.
WealthSentry works every market day to look out for and help protect your wealth!