Time To Rethink Your 401k Plan
"Opt out of your 401k plan entirely. That's an increasingly sensible alternative" more
"Opt out of your 401k plan entirely. That's an increasingly sensible alternative" more
You only get one shot at retirement
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Make sure you get it right. Contact Us for our free report "Qualified Plans, the governments retirement plan or yours?"
Nearly all traditional investment advice contains two fundamental components.
·Continually purchase more mutual funds or stocks.
·Defer income taxes until retirement.
Traditional investment advice is simply not working for the vast majority of people and millions today are facing tough decisions about their financial future.
Major events will take place in our near future that will affect everyone, some economy changing events have already begun to unfold. These events cannot be avoided, they will absolutely occur and there will be consequences for everyone affecting the stock market, income taxes, inflation, your retirement lifestyle and more over the next 3,000 days.
You cannot prepare for these events if you are not aware of them, and traditional advice is not preparing people.
Traditional investment strategy still encourages you to purchase ever more mutual funds or stocks, in an account that defers taxes and is not liquid until retirement. If tax rates are virtually assured to increase in the near future, why would anyone want to defer into a higher tax bill and a lower lifestyle?
Ask yourself, of all the financial advice you have received, who’s money is always at risk? Is it your money or the people giving you the advice? We believe there is a better way, through conversation and education.
We invite you to download our brochure, if the idea of a new school of thought for retirement security appeals to you, Contact Us. We will be happy to schedule a brief and educational conversation in person or on the telephone.
Nearly all traditional investment advice contains two fundamental components.
·Continually purchase more mutual funds or stocks.
·Defer income taxes until retirement.
Traditional investment advice is simply not working for the vast majority of people and millions today are facing tough decisions about their financial future.
Major events will take place in our near future that will affect everyone, some economy changing events have already begun to unfold. These events cannot be avoided, they will absolutely occur and there will be consequences for everyone affecting the stock market, income taxes, inflation, your retirement lifestyle and more over the next 3,000 days.
You cannot prepare for these events if you are not aware of them, and traditional advice is not preparing people.
Traditional investment strategy still encourages you to purchase ever more mutual funds or stocks, in an account that defers taxes and is not liquid until retirement. If tax rates are virtually assured to increase in the near future, why would anyone want to defer into a higher tax bill and a lower lifestyle?
Ask yourself, of all the financial advice you have received, who’s money is always at risk? Is it your money or the people giving you the advice? We believe there is a better way, through conversation and education.
We invite you to download our brochure, if the idea of a new school of thought for retirement security appeals to you, Contact Us. We will be happy to schedule a brief and educational conversation in person or on the telephone.
The Truth About Hidden Fees in 401k, IRA and Other Qualified Plans
U.S. Comptroller General on 60 Minutes
David Walker on 60 Minutes exposes Washington's dirty secret that will devestate millions of retirement plans.
David Walker on 60 Minutes exposes Washington's dirty secret that will devestate millions of retirement plans.
The Single Most Important Factor that Will Affect Your Retirement Savings.
Over the next 3000 days, events that are certain to take place will have a profound effect on every American's financial security. Click Here to watch the 5 minute video on how these events will affect you.
Over the next 3000 days, events that are certain to take place will have a profound effect on every American's financial security. Click Here to watch the 5 minute video on how these events will affect you.