Making
money is the easy part. Handing it to an
investment advisor is also easy. But,
when it’s time to get it out is when you will wish you had someone that first
structured a private plan. Also knowing
he has the intellect of how to grow it without loses and no taxation when
withdrawn.
In essence it’s the ultimate retirement plan
in existence and trust me it’s not your Qualified IRA, Roth, 401k, 403b, SEP or
457 Gov’t controlled plan. The Math & Logic sells itself without some uninformed over eager advisor pushing his agenda just for a sale. Give me 10 minutes of your time and I'll put your retirement on course for financial security.
Failure to insure your retirement plan for self completion in case of death or disability is a financial disaster waiting to happen.