Why should I roll my 401(k) or IRA plan to your firm?
[private]The number one reason is because I am going to help you to answer yes to the 20 must answer questions every investor should know. I am going to help you learn the warning signs that others may be gambling and speculating with your money. I am going to coach you through a process to help you learn terms such as style drift, overlap, turnover, correlation, and the big one bid/ask spread. Next I am going to take you through what I call The Investor Education Series. These are quarterly reviews I do with my clients to help them get to the point where they can answer yes to the 20 must answer questions. Finally the last few reasons why you should roll your 401(k) to our firm.
- Sound investment philosophy/portfolios backed by many academics
- Better fee structure
- In my book chapter 13 I talk about 14 top mistakes people make when rolling over their 401(k) or IRA. The solution is to follow a step by step process in order to avoid any of these mistakes that could cost you up to 20% in taxes if done wrong.
In summary I think the best way to answer this question would be to spend some time on my website and read through the frequently asked questions, read through the Portfolio Management Section about our process, approach, and our portfolios. The next step would be to request a free copy of my Investor Awareness Guide and Top 7 Investor Traps CD. You could even get my book, Turning Money into Wealth. After going through this material, going through an investor inventory, you will see that what I provide is much more and much different than what you have ever seen before. [/private]
