WilSave Financial

At WilSave, we help our clients protect their principal from market declines while getting competitive returns in both totally safe and risk managed portfolios. Our philosophy: • Safety first - Protection of principal! • Competitive returns • Keep it simple! Our practice center on two main categories of money: 1. Money totally protected from market risk. Our clients feel that a portion of their portfolios should be completely protected from market risk. We keep that money safe and get them a reasonable rate of return. 2. Money in the market with risk management techniques designed to limit losses during market downturns. With the volatility in the market, an eye on the downside is very important. Risk management helps limit losses. When you lose less, you can make more over the long term. These techniques are important for investors of all ages. To learn more about this, please contact me. What we offer? Financial planning, financial advice, wealth management, professional risk-managed portfolios, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, life insurance, long term care insurance, 401(k)'s, tax free and tax deferred strategies. Go to www.wilsave.com or e-mail me at steve@wilsave.com to set up an no obligation meeting. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and WilSave Financial are independent of each other

Website

http://www.wilsave.com

External link for WilSave Financial

Industry

Financial Services

Company size

2-10 employees

Headquarters

Mount Prospect, IL

Type

Privately Held

Founded

1984

Specialties

Small Business, Wealth Management, Financial Advisory, Personal Finance, Management, Due Diligence, Retirement, Investments, Strategic Financial Planning, Portfolio Management, Estate Planning, Investment Advisory, Financial Services, Insurance, and Retirement Planning