If you're looking for a personal financial adviser, there's a reason you came here, there's a high probability we could be a good fit. I'm a fee-only financial adviser and proudly serve as a Fiduciary for my clients.
The word Fiduciary is indeed key, as I put my clients interests far before my own in all my processes and recommendations.
I've been serving my clients throughout Texas for 29 years. You deserve the very best and you've earned it and yes, we do things differently.
Imagine if you will, looking back 20 years and forecasting what your present picture could look like ...
by avoiding the major market losses of 2002, 2008, 2020 and ...
getting market growth the whole period, Plus at the same time, adding an additional 3-4% per year in returns to your portfolio, due to our specific type of management and the removal of unnecessary fees.
Efficient, protected, managed market returns like this, compounded for 20 years,.. or 30 years.
This could add up to 5 figures & 6 figures per year back to you...and long term...hundreds of thousands of dollars, in some cases - millions... back to you. Now re-read that last sentence.
How would life look differently for you today? What would you do with the freedom to retire earlier? Where would you travel? Who would you bring along? This would open the door sooner to all your possibilities.
Now Just Imagine, what the next twenty years for you could look like even more so?
Imagine having the peace of mind, that you're in control and you're protected from future market and economic uncertainties.
That's our mission - to give you confidence, knowing you're in control of your path.
We want to reward your hard work with real results.
The way I see it, you have three choices to make:
1) You could keep searching and speaking to more advisors, go to a few more seminars / webinars, do more internet research, try some things on your own.
2) You could do nothing and hope you've planned for the best (knowing what I just told you).
3) Give us a try...let us show you what difference we could make for you, what $ impact it could make. Sometimes we do things extraordinary - and it all comes down to just saying Yes.
What's Your Number?
Let's have a chat and see...
https://calendly.com/mark-106/discovery-call
~Mark Stoecker