I Can't Decide......
Have you ever had these thoughts?
I know I need help with my financial planning but.......
1. How do I get to know you...
Solution: Get to know us, and we'll get to know you. Share with us your outlook for the future.
Call us for advice on something general. Come in for a free consultation.
2. Who can I trust.
Solution: Test us out on a portion of your portfolio. Many clients start that way.
3. I’m just not sure.
Solution: List out and ask us all the questions that will give you certainty.
Check us out with others.
4. I don't like to take big risks.
Solution: Let us calculate exactly what risks can be beneficial to you. There are many
different ways to get you where you want to be.
5. I have been misled by other brokers.
Solution: Let us put more protections and controls in place to help avoid that again.
6. If I plan for my eventual death, will it be time to die?
Better thought: Actually, it will be time to really live, without distraction.
7. I have to see my kids, take a trip to Chicago and trim my dog’s nails first.
Solution: Realistically, let’s list and rank your priorities. Let us calculate how a failure
to act might affect your future financial stability. List exactly what concerns must be
answered to overcome your inertia.