As a retiree, a hard working mom or dad, a biz owner, or entrepreneur, one of the most important aspects we learn along the way is how to look for and recognize opportunity when it’s presented to us.

Now, upon recognition, we come to realize opportunity is knocking everywhere. However, not every opportunity is a good opportunity, and/or necessarily the right opportunity for each person.

Some opportunities we create on our own. In others, we join in a collaborative effort with those more seasoned and/or experienced.

As with any ambition or pursuit, potential risks are sometimes involved. For new investors, this tends to be part of our growth learning curve, regardless of whether it came more naturally, or was a learned art. It means stepping out of the usual comfort zones and/or safety nets.

If you’ve tested the waters of personal investing, you’ll understand risk factors have to be assessed. There are potentially high-risk investments, and there are low-risk investments.

Either way, there is a potential for gains, or losses. Sometimes we win, and sometimes we lose. Sometimes what could have, or should have been a lucrative investment, goes south and turns sour. However, that’s just part of the world of investing.

For me personally, some of my greatest growth and maturity in this arena, and in becoming an entrepreneur, has come by way of uncomfortable losses and/or failures.

Herein, I learned to confront and conquer my fears of failure and loss in future investment opportunities. I didn’t succumb to the fears which may have caused me to miss out on future, recognizable good opportunities because of previous losses or mishaps.

Whether you’re a rookie investor with curiosity and little to invest; or a veteran investor with lots of extra funds to experiment with, we tend to discourage the more speculative side of investing.

I prefer to point my clients towards safer types of products that will allow for more fixed levels of growth and profit, and can be secured against potential future, or market losses.

We prefer safety nets because we want your principle to stay in your pocket, while the interest grows! We accomplish this through various insurance, annuity and investment services options with a cash value that grows, while also giving you medical expense protections in the event of an unexpected medical emergency or crisis. 

Such plans can protect you and your loved ones against unexpected loss and/or premature death. They can also protect against outliving your money by living too long past retirement. 

We believe a big part of your legacy is having the freedom and liberty to be able to do the things that matter most to you.

Not only do we want you to enjoy a level of comfort and security in your life after you retire, we want you to be able to pass on a significant portion of your estate to your loved ones.

We want for you to live more.

We wish for you to give more.

We want for you to love more.

We wish for you to serve more. 

The more we are able to grow our own resources and estate, the better equipped we are to help others in need. Together, we can assist the future of humanity, while empowering the generations that follow after us. 

Once your estate plan is in place and properly structured, we’ll review your plan and discuss those options, along with tax mitigation strategies to preserve what you’ve worked so hard to accumulate!