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violet.morgan@iWealthConnect.com
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Step 01
Set Up Your Login

Email address
Password of your choice

Step 02
Tell Us About You

Your goals
When you want the money
Your age and marital status
Household income

This will help us create the right strategy for you.

Step 03
Tell Us How You Feel About Risk

Do you prefer:
A conservative approach
An aggressive approach
A balanced approach

Get Started

A Note About Risk: What Does It Mean?

The risk/return tradeoff is the balance between the desire for the lowest possible risk and hightest possible return.
What's yours?

Returns

Returns are the gains or losses from a security in a particular period, usually quoted as a percentage

Risk

Risk is the chance that an investment’s actual return will be different than expected and means you have the potential to lose some of your investment

Low Risk

Low levels of uncertainty (low risk) are associated with low potential returns

High Risk

High levels of uncertainty (high risk) are associated with high potential returns

YOUR RISK TOLERANCE IS YOUR PERSPECTIVE ON HOW TO BALANCE RISK AND RETURNS

Step 04: Get Your Personalized Portfolio Proposal

See which strategy we recommend for you.
View the allocation we think fits your situation.
See how much you could have at your goal through GWP.
Determine if you want to begin investing with GWP.

IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Reviewing Your Proposal

For time-based goals like retirement, your investment time frame is considered to be more important than your risk preference. 

WHY? 

If you have a longer time until your goal, you should pursue a more aggressive strategy: You have more time to pursue higher gains and more time to recover from loss.

IF YOUR STRATEGY SEEMS MORE AGGRESSIVE THAN YOU ANTICIPATED, THIS MAY BE WHY:

  • Over time, your strategy will incorporate more of your risk preferences
  • If you have no time frame for your investment, your strategy will be based purely on your risk preferences

If you still have questions, give us a call

With your custom proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.

Need More Information? Get An Analysis

SELECT THE OPTION TO HAVE GWP ANALYZE YOUR CURRENT INVESTMENTS

GWP WILL ANALYZE:

  • How your current portfolio is performing according to the four building blocks of investing
  • We’ll provide recommendations for how to potentially improve your portfolio

SEE WHAT YOU COULD POTENTIALLY ACHIEVE WITH GWP

IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.

The Four Building Blocks Of Investing

When You're Ready To Open A GWP Account

Have a Question?

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