HERE'S HOW IT WORKS:
If you decide it would be beneficial for you to have a 2nd strategy session, we will show you the specific solutions that we have handpicked to fund your plan. We will answer all of your questions about designing and funding your plan. The goal is to make sure you are 100% confident in your retirement plan and know it’s on track for success.
There is no charge for this and there is no catch.
Which of course leads you to wonder, “Why would you do this for free?” The reason that we do this is simple. Some of the people we help eventually become our clients. When that happens, our team designs and implements all of the plans we created and we do everything for you. That is the reason we do this. WHO IS THIS FOR?We can usually do the MOST GOOD for people who are 45-75 years old
with investable portfolios of at least $250,000. If you are not serious about improving your situation… If you’re just kicking tires… If you really don’t have any money to plan with… Then this opportunity is probably not for you. |
We work hard to make sure we can accurately determine your asset allocation needs.
We use tools that have been proven to help you, and us, clearly understand your risk tolerance
so that we can recommend and deploy the appropriate investment vehicles.
We use a disciplined approach to investing to guide our clients on where to invest and when to invest.
We use tools that have been proven to help you, and us, clearly understand your risk tolerance
so that we can recommend and deploy the appropriate investment vehicles.
We use a disciplined approach to investing to guide our clients on where to invest and when to invest.
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