AssetLock advisor – Onesta Wealth Management.
There is of course standard disclosure – We can’t predict the future. This tool helps reduce risk. We can never ELIMINATE risk.![Holistic Five key element planning for retirement 5 Element for Edits wtih fill V3](https://ixrayretirement.com/wp-content/uploads/2014/04/5-Element-for-Edits-wtih-fill-V3.jpg)
![Holistic Five key element planning for retirement 5 Element for Edits wtih fill V3](https://ixrayretirement.com/wp-content/uploads/2014/04/5-Element-for-Edits-wtih-fill-V3.jpg)
We would of course consider working with you, if you’ll consider working with us.
Some people look for conspiracies. Some people wonder if AssetLock is a scam. Well, as an advisor who uses this for my clients – I believe in the AssetLock program. It does what it says – help clients keep what they have earned. The simplest form of this tool is to track highest account values and set a predetermined loss. If the account loses that predetermined amount from the account high, a human being confirms the account should be sold. If that is the case, the account is sold.
Contact Us
Fill out the interest form below or give us a call 408-459-8383.
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AssetLock Advisor Note:
AssetLock is not a stop loss program. It is a software program that monitors accounts on a daily basis. Then notifies the AssetLock advisor of different states.