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By Austin Denino. Choosing a school. Wes Moss, CFP. LOCATION:. LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE. Price:. Price does matter to me. I do not want to take out any loans and have to be in debt after school. I well known school.

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slide2
Wes Moss, CFP

LOCATION:

LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE.

price
Price:
  • Price does matter to me. I do not want to take out any loans and have to be in debt after school.
slide4

Iwell known school

I want my school to be well known for what im going to go there for

understanding risk reward
Risk PlanningUnderstanding Risk/Reward

Cash

Income

Growth

RISK

LOW

HIGH

REWARD

Cash

Income

Growth

successful retirement
Successful Retirement
  • Assess what phases of the investment cycle you have accomplished…
  • If you’re ready to move forward, you can visit Fidelity, Schwab, Vanguard, or [insert firm name] for help.
  • Don’t feel comfortable working alone? Visit www.napfa.org to locate a Fee-Only Advisor in your area.

Wes Moss, CFP®

Chief Investment Strategist

Capital Investment Advisors, Inc.

200 Sandy Springs Place, Suite 300

Atlanta, GA 30328

404-531-0018

www.yourwealth.com

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