We have talked to many people that have lost a tremendous amount of their retirement portfolio over the last decade.
Back in March of 2000, we watched the start of one of the worst market downturns in history. At the time we were managing a great deal of money in the market and watched it go down even though we actively moved into more conservative positions. I can tell you, it's not fun managing money and watching it go down. Finally, on Friday, Sept. 7th, 2001, simply because we were scared to death, we moved all of our clients into a cash position. I'm sure you know what happened on the following Tuesday, Sept. 11, 2001. That event just made a bad situation even worse.
It was at that time, we started looking for alternatives. We just knew that things had to be done differently! Our main concern was that we didn't want our Clients to run out of income!
At Compass Financial Management Group, we use a copyrighted program that is patterned after the Grangaard Strategy(TM) of investing. This strategy implements a phased income and growth approach. Each phase offers a specific solution to your financial needs. Our software can mathematically calculate how much goes into each phase of the plan and creates a model that is designed to provide income that you won't outlive! Most Financial Advisors are not aware of this strategic approach.
Our program allows us to use whatever financial vehicle we need to help you accomplish your goals in a safer and sensible manner. In addition, we have other plans that have the potential to offer you a tremendous tax advantage. Let us show you how this approach might fit into your financial picture. You may visit us at our offices in Ormond Beach, Fl or we will come to you. Call us toll free at 888 673-5191 or to e-mail us click on: TSanders@brokersifs.com