When we explain to potential clients that you cannot lose money when the market drops but you can make money when it goes up, many times we hear “TOO GOOD TO BE TRUE”.  After over a decade of helping folks understand how it works, we find these short videos do as good a job as any we have seen. We show at least one of these videos to EVERY potential client and remind them that it’s a record of what they were presented. In addition, in regards to a retirement portfolio, we never do business on the first appointment. It’s all part of doing your homework. Call if you have any questions after watching any of these.

How To Avoid Market Risk and Still Make Money

How To Avoid The Possibilty of Running Out of Money

Problem: Excessive Fees in 401ks and IRAs.
See the solution here!