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Retirement Planning – General Question IRA

Q: I have about 164k in a portfolio managed by a Dave Ramsey sponsored firm. Two of the last three months it’s lost money, but the fees keep coming. I asked if I could switch to Index Funds but was told no. So, do you guys manage accounts this small and do you offer any Index Fund portfolios?

 

A: We’ve actually built Wela Strategies to provide an efficient solution for this exact situation. We manage 8 model portfolios that are built using Exchange Traded Funds (ETFs) that provide investors with a low-cost way to employ a total allocation solution. If you’d like to explore further, we’re happy to set up a meeting or phone consultation with you. Also, please take a minute to check out our website at www.welastrategies.com. 


 

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