I don’t know if my risk level is appropriate for my financial goals.

Do you know how much risk you are taking with your life savings? At Westlake Wealth Management, we believe everyone should know exactly how much risk they are taking. During our comprehensive financial planning process we create a risk profile based on your goals and time horizon. This serves two purposes. First, this creates expectations for the “what-ifs.” You will be able to sleep better at night knowing that you are not taking excess risk with your life savings. Second, it creates a base line for portfolio rebalancing. Essentially, we will rebalance as necessary to ensure your risk profile stays intact.