Consulting

Our team is looking forward to listening to you, understanding your feelings concerning your finances, and getting to know you.  We value our relationship with you and work to provide a solution that increases your security and prosperity.

Analysis

A risk analysis and Investment Policy Statement (IPS) is constructed based on your input.  Two important things are underlined.

  1. a complete list of current negative risks and positive risks.
  2. recommended actions with consideration of your specific risk tolerance.

A valuation of your firm and family is provided in the risk analysis.  A high-level and detailed comparison of future scenarios is available to clients of WBC Risk Management Inc.

Progress

The achievement of your goals is important to us.  We will have a progress report annually in addition to quarterly statements to verify that you are on course.

Begin Journey – 931-526-4234