As many of you are aware, Governor Wolf ordered all non-life-sustaining businesses to close. 
Out of respect for that order, Coach4Retirees, Inc. will be shifting to a remote office. 
Our physical office will be temporarily closed in accordance with that order. 
We recognize how important your matters are, so please know we are here, and still working for you.  We would be happy to answer any telephone call or e-mail that you send to us, and will be actively working on your file.
Please stay safe and healthy.
Thank you for allowing us the opportunity to work with you.  We appreciate each of you.
To reach us, please call 814-931-1043.

Is Your #1 Retirement Concern

Running Out Of Money???

Stress Test Your Investments.

Get Your FREE Risk Score. 

Does It Match Your Portfolio??

 

Click here to get your number:

 
(We will be in touch to explain how this number will impact your investments.
Link works best with Microsoft Edge, Google Chrome, Firefox or Safari)
 
 
 

 

 

 

 

 

 

 

 

 

 

 

What is Riskalyze??? 

 

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

 
 
It only takes 3 simple steps:
 

1.  Capture Your Risk Number

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

Then we will review your current investments.

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

2.  Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

3.  Meet Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll fully understand what we can do to increase the probability of success.

 


 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck