WHAT’S YOUR "INVESTOR CONFIDENCE" SCORE? 2

Do you know the factors that are important to measuring your confidence level in your current investment plan? Can you answer the following statements in the affirmative?

1. I have a solid plan in place with Bear Market Protection (a clearly defined sell-discipline on my holdings) to safeguard my assets if the market suddenly turns.

2. I know my broker is proactively monitoring my money every day.

3. I know my investment plan will provide the sufficient asset growth that I want and produce the income stream that I need for my retirement.

4. I know that my investment advisor is a good value. We have more than just a bull market strategy and we avoid any unnecessary risk for my plan. Fees are reasonable.

5. I know my advisor is an expert, has the experience and is prepared for any situation.

6. I am taking advantage of investment tools such as ETFs that keep expenses low.

7. Overall, I know I have the right plan in place to reach my investment goals.

If you can’t answer the majority of these statements with a "yes," then you need to go to our website for more information and a FREE portfolio assessment.

Click here for your FREE portfolio assessment

Don’t wait a minute longer. The only thing you have to gain is financial security.

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