Enhancement, Not Replacement
Most of our clients are doing their own investing or working with an investment advisor. We are not looking to replace anyone, but rather to enhance what you are already doing by teaching you and/or your investment advisor how to create a "Better Balance" without increasing the amount of money you are currently saving/investing. This also relieves the pressure on your investments (and investment advisor) to achieve the high rates of return you would otherwise have to achieve create the same income. That being said, we work with trusted professionals who specialize in investments if their services are needed. Our focus is on the power of Actuarial Science (insurance) and how it relates to your investments to increase your overall protection and wealth.