Small Changes,
Impact Results
ARE YOU CURIOUS
HOW MUCH YOU ARE PAYING IN FEES?
"Not Just Pocket Change Report" Could Save you Thousands
Do you know how much you are paying in investment fees?
If no, then you are not alone. Most people do not know what they are paying their advisors.
Many people do not realize investment fees are one of the biggest expenses of their lifetime and do not realize the impact fees have on their financial well-being –
it could be a 6-figure difference to your retirement!!
Are you interested in keeping more of your own money?
Like the majority of people, it is assumed the answer to this question is yes.
If this is the case, this report will show you how you can lower the fees you pay on your current investments, which could save you thousands and thousands of dollars.
There is No Downside or Commitment to explore your options
WhAT YOU WILL GET
FROM THIS REPORT
Our Not Just Pocket Change Report will provide you with:
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An understanding of your current fees and how fees are paid in any investment account
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An analysis of what your fees could be (for holding the identical investments)
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The IMPACT this difference has on the long-term value of your account
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A clear picture of your options (in dollars and percentages and the benefit this is to you)
Links
To Review
Link #1 - Fees Can Eat Into Your Future
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Link #2 - Which Would You Choose
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Link #3 - Do Investment Fees Matter? YES!
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Link #4 - How a 2% fee adds up over time
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Why Do We Provide
This report
WHAT
A Portfolio Assessment that will show you step-by-step how you could be keeping more money in your account (and pockets!) without any changes to your current investments
WHY
Who does not want to keep more of their own money?
The results will show you the impact fees have on your investments and
over the long-term
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WHO
Anyone and everyone who holds investment accounts.
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Whether you are saving for retirement, preparing for retirement or in retirement.
There is minimal time required from you.
The investment world can be overwhelming and confusing.
Fees are baffling and we help provide you insight as to how fees work and how a small change in your fees means a significant difference to what you keep.
We believe in being transparent and aim to reduce this complexity by explaining and
minimizing the confusion for this aspect of our industry.
Unlike bank firms, we are not driven by fee minimums, revenue targets or quarterly reporting. Clients are our number one stakeholders – not shareholders, who expect
quarterly and annual results to increase share price.
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In working with our clients, we believe in providing a fairer (lower) fee while
delivering exceptional client service.
While you may not work with us or need our services at this stage, this report will provide you with an eye-opening overview that shows the options available to you and the enormous impact lower investment fees have on your long-term financial well-being.
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The Difference can be Thousands!
SMALL CHANGES,
IMPACTFUL RESULTS
Fees should not be the sole focus of your account but you should be aware that a small change can mean a large difference to what you keep.
Even the smallest fee savings add up over time.
While there would be much more we would need to learn about you (and you us), this report will provide you with a clearer understanding of your investment fees and show you how we work with our clients.
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