In our 30+ years of doing business with clients like you, we have found there are 4 reasons why someone would want to talk to a company like us. People that talk with us are:

1. Unhappy with their returns
2. Unhappy with their service
3. Losing, or have lost confidence in their advisor
4. Concerned about the risk of the market and are looking for a better way to invest

Can you relate?

If you’re like most investors, you’re probably worried over the current economic volatility, tax environment, and global uncertainty, especially when it comes to your retirement.

Most people want to know what they have to do to be a successful investor.

Is there a process or a methodology that can help you reduce risk and stabilize your portfolio? There is.

You’ve probably seen a lot of ads lately about why you should have a CFP helping you manage your money for retirement.

While this is true, all CFP’s are not created equal. Warren Buffet says to be a successful investor, you need two things:

1. An intellectual framework based on probabilities and sound economic principle.
2. An emotional guardrail to prevent you from destroying the framework when the market gets chaotic.

Does your investment advisor even have an intellectual framework? And if they do, is it based on a body of work created by Six Nobel Laureates where they contributed to a scientific methodology that can reduce risk and provide a potential for greater returns based on the research and probabilities?

Not according to the scientific research done by the Six Nobel Laureates and our Wealth Teams Solutions’ Three Factor Model. A survey of 20,000+ investors in the Three Factor Model said that this method brings peace of mind and security in uncertain markets.

I have devoted the last 30+ years of my life, taking the body of work from these Six Nobel Laureates, combined that with my Ph.D. in Financial and Retirement Planning and developed a methodology we call, “The Wealth Teams Solution.”

The Wealth Teams Solution is a process of giving you a high probability of having a time-tested portfolio based on the scientific method. It has three main factors:

1. Tools for managing the diversity of submarkets.
2. Probability and Expected Return.
3. Efficient Frontier.

We want to help you clearly see how the Efficient Frontier can help you determine:

1. How much risk you are buying in your portfolio.
2. How you might get the same return for less risk.
3. How you might get a better return for the same risk.

Every portfolio has risk built in to your allocation. But not all risk is the same. Some portfolios with the same risk tolerance has more volatility than other combinations.

With this Expected Return Analysis (ERA), we will show you where you are on the Efficient Frontier. The Efficient Frontier measures portfolio allocations based on the expected return for a specified level of risk. Using the Efficient Frontier, you can identify at your risk level, the portfolio allocation that is expected to deliver the highest return.

When we do an Expected Return Analysis on your portfolio, you will clearly see what return you have been getting, and what you can expect to get from us. Your ERA will also show you why your return is not the most efficient for the amount of risk you are willing to take.

We charge $2500 for this analysis, but this is available as a free gift to you for exploring this concept with you.

Why do we offer this?

Three reasons: 1) We want you to have the highest probability of reaching your retirement objectives; 2) You’ve worked and saved long enough, you shouldn’t have to face retirement uncertainty; and 3) We’re confident that when you see the power of an intellectual framework and the difference our Wealth Teams Solution can deliver, you will want to work with us and as so many of our clients do, refer us to others.

To schedule your free, no obligation Expected Return Analysis, please click the button below.