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Click here to protect your nest egg Other help: Finally. Get a Plan Do Some Planning Time to take Income? Increase your spending in retirement |
 While we are building our nest egg, we typically pay fees of around 2% on all the transactions we make. The bankers, insurance agents, brokers, mutual fund managers, hedge fund managers, financial advisors, and employers sponsoring retirement plans have made billions by charging us these fees. If the rate of return on your investments is 8%, but 2% is lost to fees, then fees are a bigger problem to you than taxes! Most investors never make the investment returns published in the media because of the fees, and because the markets are rigged against the individual retail investor.  Avoiding high fees is a critical first step towards increasing your retirement savings. We recommend suitable investments to meet your goals, given your unique financial situation and your objectives, risk tolerance, and time horizon. We explain the fees that you will pay and together, we will seek to minimize them.. We offer an ongoing monitoring and investment review to ensure the plan results remain aligned with the stated objectives. Call (408) 725-7135 to schedule an appointment, or click here |
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