Peaceful Portfolio™️

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Clients come to us seeking our Peaceful Portfolio™️ for their 401K's, IRA's and Investments since it provides industry leading potential for growth with protection from losses and no fees.

The Peaceful Portfolio™️ is an optimal solution for clients who are:
⭕ Unsure where to invest to secure highly competitive rates of return.
⭕ Worried about losing money from market losses during uncertain times.
⭕ Tired of paying fees.
⭕ Frustrated trying to time investments with the market ups and downs.
⭕ Concerned something must be done and just not sure what’s best.

The Peaceful Portfolio™️ is the ideal strategy for clients seeking:
✔ Competitive growth and interest from diversified investment options.
✔ Guaranteed protection from market losses.

✔ A superior option to "Bonds" in a blended Stock and Bond portfolio to reduce risk.

✔ A “Growth and Protection” account to safeguard an important portion of wealth.
✔ “Peace of Mind” as it relates to money and investments.
✔ Access to the best investment products.
✔ No fees. 100% of client funds are invested on Day 1.
✔ No taxes until funds are withdrawn. A tax-deferred investment solution.

After repositioning funds into our Peaceful Portfolio™️ clients are:
✔ Stress-free since not worried about losing money due to guarantees against loss.
✔ Relieved about finding diverse investment options to secure highly competitive returns.
✔ Excited about not paying any fees.
✔ Ecstatic about not paying any taxes until funds are withdrawn.
✔ Elated about income options available to guarantee they can’t outlive their portfolios.

Request an Illustration based on your age, amount and optimal products available in the state you reside.