All investment decisions should be centered around a plan.
We believe a plan should be at the foundation of every investment decision. Understanding your current needs and discovering your desires for the future are at the heart of our advisors' disciplined planning process.
Once a plan is in place, we can drive decisions that make sense for you and your family. Our investment strategy is focused on managing risk. Unlike the “buy, hold & hope” strategy employed by many financial advisors, we utilize technical tools and a proactive approach to make adjustments with the intent to reduce the downside risk involved with investing.
Especially in times of market volatility, there are times when you must play defense. Sometimes managing your risk can be more beneficial than just focusing on making money.
Sound different than what you're used to? Find out more about why you should choose Creative Wealth Associates.