We are a provider of WealthGuard™, an incredibly simple, yet powerful, early warning system that monitors all your investment accounts daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions.
Start with a Smart Plan
WealthGuard™ is based on the principle that investors should start with a risk-appropriate portfolio consisting of an appropriate mix of growth and income investments.
WealthGuarding is more than just a buy-and-hold allocation of investments.
In the real world, markets go up and down. They can be frustrating, difficult to understand, and difficult to stay committed to. But with a proper plan, investing can provide very real long-term rewards. The key is in establishing a WealthGuard™ number to each risk-appropriate asset allocation.
And since WealthGuard™ monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
Who is WealthGuard™?
WealthGuard™ was created by BlueLeaf Wealth, Inc., who focuses on simplified financial reporting. WealthGuard.me is operated by FormulaFolio Investments LLC, an SEC-Registered Investment Advisor committed to leveling the investment playing field for all investors.
Watch the video to see how WealthGuard™ can help you.