TAKE OUR QUIZ

Below are seven fundamental investment-and-retirement-related questions.  THERE ARE NO WRONG ANSWERS, so answer them honestly.   Then evaluate your answers below!

Did your 401(k), TSP, IRA, or other investment accounts suffer significant losses in 2008 (and maybe from 2000-2002, as well?)

Yes
No

When the next market downturn occurs, will your investment accounts likely suffer significant losses AGAIN, because they're heavily exposed to the risk of the markets?

Yes
No

Do you keep a lot of money in cash, CDs, or other underperforming "investments" because you’re afraid of losing in the markets and aren't sure what else to do?

Yes
No

If you knew about investment strategies offering proven track records of positive returns in both up AND down market periods, might they be a part of your portfolio?

Yes
No

Would you feel better about your retirement planning if you already had strategies in place (or had at least considered some) that guarantee your income in the future?

Yes
No

Does it trouble you that so many financial salespeople working for banks, life insurance companies, and brokerage firms are NOT legally bound by the fiduciary standard?

Yes
No

Would receiving advice from a registered fiduciary (who puts your best interests first) give you more peace of mind about your financial future?

Yes
No

Did you answer "yes" to any of those?  If so, that's a strong indication that our approach to money management and retirement planning might make good sense to you.  

If you did have at least one "yes," and if you agree that our approach may make good sense, click HERE to contact us and schedule a free, confidential, no-obligation conversation in our offices or over the telephone.