Variable Annuity Prospectus: Clarity or Confusion?
A recent article in Investment News caught my attention. I didn't believe the headline, fewer investors read through a VA prospectus in 2012. How do you get fewer than none?
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Insights & Other Important Communication
A recent article in Investment News caught my attention. I didn't believe the headline, fewer investors read through a VA prospectus in 2012. How do you get fewer than none?
Earlier this week I had a meeting with one of my corporate clients. They are a non-profit organization and I help them manage their investment portfolio. I love the organization, their mission, and the people but I was still dreading the meeting. I knew it wasn't going to be pretty; their investment results have been less than expected. When you are asked to sit down with the finance committee to discuss their account… well, you just know they aren't throwing you a party.
I have not been publishing as much as I would like and there is a reason. I have been busy writing for another website.
Which would you rather carry around in your pocket; a marble, golf ball, baseball, or beach ball?