WealthGuard revolutionizes the way you keep track of your financial accounts. It monitors all of your accounts daily, helping reduce the possible effects of a large market crash and providing you with greater peace of mind.

The WealthGuard Number represents the maximum loss you are comfortable with from the highest value your accounts have reached. It's also the number that WealthGuard uses to give you an early warning when you account may need attention in order to prevent further losses. 

How WealthGuard Works

We offer WealthGuard free of charge to our clients and prospective clients because we care.

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor.  YOON and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that YOON and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. CA insurance license # 0I14324. CRD # 6210346.

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