Investing involves risk
When we lose a dollar to taxes or interest expenses, not only did we lose that dollar but we lost the ability to reinvest that dollar and earn interest on it! Many individuals and retirees are losing thousand of dollars on lost opportunity.
There are only two ways a financial services firm can help an individual. We can attempt to find better products for potentially better returns, However, higher performance means higher risk of losing money.
Alternatively, you find money that you are losing unknowingly and unnecessarily. Our philosophy is that there is more opportunity in helping clients prevent losses than chase performance. This found money can be added to help improve your current standard of living.
The majority of advisors are attempting to increase your potential rate of return which usually increases your potential risk.
We believe there is more opportunity in helping our clients find money they are losing unnecessarily and unknowingly
- Marc Boesener
