Financial Services in Peoria & Surprise AZ
..The Turning 65 Advisor is never one to tell our clients that anything is inherently bad. We lean more towards the understanding that – every client has their own set of goals in their life, these goals being made up by an accumulation of wants, needs, and if possible, desires. Carefully breaking down these three components will allow us to conclude what we feel is most suitable for possible clients.
What Are Annuities
This is a great place to start. When considering annuities, we ask our clients 1 basic question – “would you suffer in the event that your income was to decrease more than 20% or was to run out 20% earlier than anticipated? If our client answers “yes” to this question, then an Annuity should be considered.
What is “The Drill Bit Theory”?…
There are millions of Drillbits sold each and every year at hardware stores. How many people do you think wanted a Drill Bit? Well, the answer is NONE! Nobody who buys a Drill Bit, wants a Drill Bit. What they wanted was a hole… They needed a Drill Bit so they could drill their hole…