6 Questions Every Investor Should Know the Answers To
When we meet with individuals every week in our office we ask them 6 simple questions that every investor should know the answers to.
1. Why do you have each investment you currently own?
2. How do they work?
3. Do you know what you’re invested in?
4. What are ALL of the fees you’re paying? Not just the fees on the surface.
5. What tax advantages or disadvantages are there to each investment?
6. What is your exit strategy?
We get the same three word answer every single time, “I don’t know”. This, to us, is not a good thing. You are planning for YOUR retirement future, and no one else cares more about your success than you. Put yourself in the drivers seat, get educated and make sure you have the RIGHT game plan that will get you to and successfully through retirement.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.