3030 Old Ranch Pkwy
Our investment philosophy sets parameters in how your portfolio is constructed and managed. It provides us a roadmap to help keep you focused on your long term goals. This is particularly important when confronted with market volatility. It can help control emotions such as fear and greed which can override logic and reason.
Our core principles at Waider Financial & Insurance Services, Inc. are:
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and/or asset allocation does not protect against market risk.
Our approach begins with identifying your goals and aspirations. We gather and analyze your personal financial data. With this vital information, we prepare a comprehensive plan and share it with you for open collaboration. A prioritized action plan is then developed, presented and implemented. Throughout our relationship, your progress is monitored and updated on an ongoing basis.
firstname.lastname@example.org | (562) 987-1100