Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.
This strategy aims to reduce the risk of investing by spreading out your assets among stocks, bonds, and cash. This is crucial because of the tendency of some investments to gain or lose value in the short term. West Shore Investment Services can help you allocate your assets appropriately by taking into account several factors, including your age, goals and risk tolerance. As your circumstances change over the years, we’ll recommend adjusting your allocation when necessary so your portfolio strikes the right balance between risk and reward.
Securities and insurance products are offered through Cetera Investments Services LLC, Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Adviser Representatives.