Recently clients have been contacting me concerned about the performance of their accounts due to the volatile market over these past weeks.  To answer all of you who have this concern, I am happy to announce to each of you,

 …the recent vollatile market has not negatively impacted any of your accounts.  All principal , interests and interest credits to date are locked in and guaranteed aganist loss. 

I proudly offer Fixed Indexed Annuities to my clients to meet their Retirement Income needs, and I’ll tell you why I do…  CLICK HERE.

Protecting your future income needs is imperative!  Everyone needs to do this!  This is for protecting finances for your home. If I protect your income, the whole house has the income needs coming in.  You are buying from a financial standpoint.

Are you better in a ‘risk’ position or ‘protecting’ yourself for your future income needs?  If you are in Amazon, is your money protected?  Look at the Cruise Lines stock.  A few weeks ago, the stock was up and today it’s down 80%.

A 65-year old finally gets to the ‘Finished Line’.  If you do not protect your income you could find yourself where you will have to go back to work.  That’s why it is very important to safeguard your portfolio now.

Coronavirus Portfolio Protection Review

This Review can be handled 'over the phone'

How to prepare for this banking crisis.  15 minutes of your time is all this takes to gather information and find out what your income needs are.

Your needs can be met, but to get started, we need to take these few initial steps.

Emergency Relief for Business Owner

There is tax relief available to any businesses affected by COVID-19.  Understandably, personal security and stability are the highest of concerns right now. I’ve never seen such an impact on small businesses as this crisis. Everyone needs help to stay afloat right now, and I want to do what I can to help. I can’t take away the worry about our families or health, but I can offer stability as far as the business is concerned.  We also design Exit Strategies  for business owners to meet your retirement goals.

Earlier this year we made a suggestion to lower your risk level on your portfolio. You may want to consider lowering your risk level even more. To do so, we must have your permission.

No one knows what the future will bring, but if you wish to have a more conservative portfolio than you currently do, please call me so that we may implement your instructions.

P.S. I don't often ask for referrals, but during these unsettling times you might have a friend, relative, or co-worker who is in need of level-headed counsel on investing.  Give me a call if you think I can help.