“I only want to work with people who are critical thinkers, who have moral values that are important to them, who believe in working with someone who looks out for their best interests and who does not mind paying a reasonable fee for their advice.”
--Excerpt From: Richard Allison Johnson. “Meet Wally Street. The Reason You're Stupid., 2nd Edition” Apple Books.
The difference between those who are successful and those that are not is real simple - an indispensible Financial Plan.
This shady character is an expert at prying your hard earned money away from you. Where he gets you is by convincing you to invest in things that are not publicly traded or listed on a major stock exchange. Most of the time it is a Private Placement, a Non-Publicly Traded REIT, or a Promissory Note. If you invest with him, you can kiss your money goodbye. He is an expert thief!
"Investing" (don't make me laugh) with this guy only benefits him, not you. He locks you into insurance products with high commissions and long surrender periods of usually 10 years or more! Typically, insurance agents are the most inexperienced people out there when it comes to Financial Planning. Most do not even have the proper licensing. Did you know that they cannot offer Financial Planning unless they are affiliated with a Registered Investment Adviser?
Billy Banks will try and sell you everything under the sun. Mortgages, Home Equity Lines of Credits, Credit Cards, Mutual Funds, Variable Annuities, UIT's, and who knows what else. Billy has a revenue quota to hit and he is going to reach it because you are sitting in front of him. You'll end up with something that you didn't know you needed when you walked into that bank!
Let's Start Investing
Portfolio Management for Single Clients or One-Income Families
Portfolio Management for Two-Incomes Families
Portfolio Management with Retirement Readiness
Portfolio Management and Distribution Planning