I was in my car this morning listening to talk radio on my way to the grocery store. Ric Edelman, a nationally syndicated financial advisor was talking about restructuring Social Security and the impact this will have on how he recommends structuring portfolios. The point he was making was that Social Security is a common baseline for everyone (in retirement) that he builds upon in projecting future needs. Surprisingly, the average monthly check is only around $1700.
In the context of generating monthly income - if your investment portfolio of resources are not significant - what strategies are there if you have not "saved" or planned for additional sources of income that will grow (and/or) at the minimum, sustain your lifestyle? What we do is one answer. - one viable alternative.
All investment strategies are tied to the amount of risk you are willing to take. Obviously, the greater the risk, the greater the reward. Younger people are advised to be more aggressive. Older people - more conservative. Our model is a totally different paradigm and no matter what your age, risk tolerance, and cost are not barriers to entry.
If you are not well established with a 401K or if a trust fund discussions are not part of an occasional family dinner... if you do not know the difference between an index fund and bond fund... then perhaps what we do will make sense to you.
We have created our own economy that is built on a foundation of mutual success. You can choose to participate. Our role is to guide and educate. Your role is to make an informed decision after gathering sufficient facts.
We wish you the best in this process.
