In today’s world, safety is on the mind of
every investor. Let us show you how you can achieve strong returns
while protecting your nest egg from downside market risk!
Do you have a retirement account that may be at risk? We can help
with roll-overs and transfers!
Example #1
|
This chart demonstrates why slow, steady guaranteed
growth is often superior to having your assets in more volatile
investments:
|
| |
Safe/Guaranteed
Investment |
Unsafe, Volatile |
|
Beginning Investment:
|
$100,000
|
$100,000
|
|
Return on
Investment:
|
|
|
|
Year 1
|
6%
|
20%
|
|
Year 2
|
6%
|
12%
|
|
Year 3
|
6%
|
-19%
|
|
Year 4
|
6%
|
15%
|
|
Year 5
|
6%
|
7%
|
|
After year
5
|
$133,958
|
$133,958
|
|
Year 6
|
6%
|
-8%
|
|
After year
6
|
$141,995
|
$123,241
|
As demonstrated above, slow steady guaranteed growth is superior
to having your assets at risk.
|
Example #2
|
The following chart demonstrates why using Safe
Money Strategies allows you to receive gains in all markets.
|
| Possible Cycle |
Stock/Bond Market |
Safe Money Strategies |
|
1) Up Trend
|
Gain
|
Gain
|
|
2) Down Trend
|
Loss
|
Even
|
|
3) Up, Then Down
|
Even
|
Gain
|
|
4) Down, Then Up
|
Even
|
Gain
|
|
5) Volatility
|
Even
|
Gain
|
| |
| Impact on Investors:
|
| Stock/Bond Market: |
| |
Gain in 1 of 5 cycles
Loss in 1 of 5 cycles
Even in 3 of 5 cycles |
| Safe Money Strategies: |
| |
Gain in 4 of 5 cycles
Even in 1 of 5 cycles |
As you can see, it is possible to get great returns, while
protecting assets from what could be catastrophic loss. Also,
often this can be done while achieving tax free growth, tax
free withdrawals, and tax free transfer upon death! |
