I spoke with a man this week who has managed to do the impossible over the last handful of years - lose $100,000.
The market has been at historic heights. Not many people are losing money on that scale, but then he asked me a question that revealed a tragic flaw in his thinking.
The man loved gimmicks.
Don't Buy Into Financial Gimmicks Or "Systems" Instead Trust Proven Principles
Bad Financial advisors use a system.
You don't need a gimmick, you need to do what works.
The same financial principles that have worked for years, still work.
Gimmicks and systems will fail you.
Rather Than Invent The More Than Money "Cool name" solution...
Here's what we do:
1 - We look at your situation.
2 - Shop all the tools available in the financial world.
3 - Give you what fits you.
What's crazy, is it works!
How foolish would it be if a construction company only used hammers?
That's what too many people accept for their financial security. This often happens with a life insurance and annuities sales. It sounds so sexy and exciting to "sell," but it will ultimately fail you because it is only part of the whole solution.
Almost every tool exists in the financial world for a reason and for some type of person.
This perspective, helps you understand that variable annuities, stocks, dividends, life insurance are all tools.
The issue is never the tool. The nail isn't the problem... it's that the situation needed a wood screw.
Let's talk about your specific situation and discover which combination of the many financial tools is best for you.
We do things differently. We don't have a system. We listen to your needs and react.