Call us today!

Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Let's talk about Risk...

As the markets are more aggressively fluctuating it is causing and creating some anxiousness and concern about risk.

Market corrections are normal.
--The lack of these in the last 16 months is NOT normal.

We take risk very seriously and talk with you often about your Risk number. What is a comfortable draw-down on overall assets?
--It is historical for the market to have an annual pull back of 13.6% (the S&P 500 index over the last 25 years)

Your comfort level is very important to us. We understand risk and market gyrations after 35 years in the business, and we can offer our wisdom and experience.
Well blended assets/managers is the key to portfolio success.

Know that we are staying "plugged in" and vigilant about your accounts and managers.

Managing your expectations is very important, so please let us know if you need to visit with us.

We appreciate you and look forward to visiting with you!

Your PlanningWorks Team

Life and Business Strategies...Start the Journey

CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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