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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✔ No taxes until funds are withdrawn.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Ecstatic about not paying any taxes until funds are withdrawn.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.