6 Questions you Must Ask a Potential Financial Advisor

I’ve sat down with hundreds of potential clients in my career, and I’m always amazed how few questions I receive. Sure, I get the common question, “What are your fees?”, but almost nothing else. It appears to me that people spend more time researching a new washer and dryer, than a new financial advisor. Yet, …

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4 Steps for Creating a Pre-Retirement Investment Strategy

So, you want an investment strategy with almost unlimited upside but limited downside risk? Let me tell you about the LowVol Retirement Income Maximization Investment Strategy. It is a covered call option strategy in which we use the income from selling the call to buy a put. Selling the call allows us to realize almost …

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What do those letters behind my financial advisor’s name mean?  

If you go see a doctor, you know that you are working with someone with experience. To become a doctor you need to go through years of education and even more years of training before you can start practicing on patients.  I’m not saying that all doctors are great at their job, but you at …

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