Is CSA Right for You?
Sorry, but it’s not for everyone.
Who Won’t Benefit From My Services
I’m not for those looking for some hyped-up one-size-fits-all product that is supposed to solve all their needs. If you think that there are products out there that will guarantee you a 7% a year return when the interest rate on a Certificate of Deposit is 1%, then it’s probably better for you to read my Special Reports on annuities.
I’m not for those who are comfortable doing what they’ve been doing. If you are happy with what has happened to your portfolio over the last 5 years or so; if you’re happy riding the markets up and down, then you probably aren’t going to appreciate what I do.
I’m not for those new or inexperienced enough with investing that they think they’ll do fine as long as the follow Wall Street’s advice. Experience IS the best teacher and my services will probably mean much more to you a few years from now.
Who WILL Benefit From My Services
Those that recognize that investing involves some risks (but want to minimize them as much as possible).
Those who want to regain control over their financial lives.
Those that want to find a better way to approach today’s volatile markets so that they can sleep at night.
Those who feel they’ve been burned or taken advantage of and don’t know who or what they can trust; who want to have an direct, open and honest relationship with the one’s managing their money.
I serve clients nationwide and there are some basic parameters for new clients, which include:
- – You’re retired or within 5 years of retirement
- – You’ve invested, now or in the past, in stocks, bonds, annuities or mutual funds (inside or outside of a 401(k))
- – Have investable assets of $500,000 or more
My focus is on serving my clients and I recognize that I can only effectively do that by limiting the number of clients I work with. Many of my clients have been with me for over 5 years and one reason is because I take the time initially to determine if we are a good match for each other. If you think that I could be right for you, then fill out my form here and an associate will contact you shortly.
[button href=”#” title=”Title” target=”blank” shape=”square, rounded, pill” size=”large” block=”true” circle=”true” icon_only=”true” info=”popover” info_place=”top, right, bottom, left” info_trigger=”hover, click, focus” info_content=”This content will only show up if you have decided to show a popover.”] Subscribe FREE To The Weekly Common Sense Advisor Newsletter! [/button]
Successful investing requires a lot of hard work. Read about my Retirement Income Philosophy here.