Avoid Stock Market Risk

My goal with this website isn’t to go into great detail on each module of the 10-module financial literacy course.

For a detailed outline of what is covered in the course, click here to download the FULL Table of Contents.

Four Key Components to EVERY Financial plan

-Asset Protection
-Tax Reduction
-Stock Market Risk Mitigation
-Long-Term Care Planning

Question: Is the stock market a creditor?
Answer: YES! If you were invested in the stock market in 2000 you could have lost over 40%; if you were in the market in 2007 you could have lost over 50%; and if you were in the market in 2020, you could have lost over 30%.

Question: Should you ever take more risk in the stock market than is necessary to reach your financial goals?
Answer: 100% of the time the answer is NO!

Questions: What are you doing to mitigate or eliminate risks when investing for retirement? Are you using tools with the following characteristics?

1) No risk of loss and locks gains in annually.
2) No risk of loss, locks gains in annually, and allows money to grow tax-free and be removed tax-free.

Are you using investment strategies where the managers are managing risk first vs. always reaching for returns regardless of the risks involved?

In the Investment Risk Educational Module, you will learn about protective wealth-building products and strategies you can and should be using to “grow your money in the least risky manner possible to reach your financial planning goals.”

This module will be one of the most eye-opening and interesting modules in the course.

Roccy DeFrancesco, JD, CAPP, CMP
Founder, The Wealth Preservation Institute
Co-Founder, The Asset Protection Society
269-216-9978
roccy@financialliteracycourse.net