Retirement Planning

Here is the Ugly Truth

Performance of $300,000 investment in the S&P 500 since 2000
Performance of the S&P 500 since 2000

This is the best case scenario! After 10 years your $300,000 has made a pathetic $10,515. That is just over 3% total growth, (or 0.3% growth per year.) I know mattresses that are paying better rates than that!

What Happens If I Need My Money During A Down Market?

What if I need Nursing Home Care?

The Effects of Compound losses.
(What Your Broker Will Never Tell You.)

This chart shows what happens to the same money if you or your spouse required Nursing Home Care in 2008 at the national average cost of $8,333 per month. (This is what happens when you do not ask the right people for help!)

The Effects of Compound Losses

We protect our clients life savings from the devastating effect of Nursing home spend down. Contact us today to find out how much we can help you.

Comments are closed.