Do you know the factors that are important to measuring your confidence level in your current investment plan? Can you answer the following statements in the affirmative?
I have a solid plan in place with Bear Market Protection (a clearly defined sell-discipline on my holdings) to protect my assets if the market suddenly turns.
I know my broker is proactively monitoring my money every day.
I know my investment plan will provide the sufficient asset growth I want and produce the income stream I need for my retirement.
I know that my investment advisor is a good value. We have more than just a bull market strategy and we avoid any unnecessary risk for my plan. Fees are reasonable.
I know my advisor is an expert, has the experience and is prepared for any situation.
I am taking advantage of investment tools like ETFs that keep expenses low.
Overall, I know I have the right plan in place to reach my investment goals.
If you can’t answer the majority of these statements with a "yes," then you need to go to our website for more information and a FREE portfolio assessment.
Don’t wait a minute longer. The only thing you have to gain is financial security.