Schnack Financial Group, Inc.: 10/4/15

Our Philosophy

“In my 30 plus years of helping clients achieve their financial goals, I have found that we must agree on 3 financial principles.”

1. When it comes to your money (your principle), it must be safety first. You must want all or part of your money safer.

2. We must agree on what is a reasonable rate of return on your money. While performance is not guaranteed and may be higher or lower depending upon market conditions, I believe that a reasonable rate of return will average between 5 and 8%. If you agree, then ...

3.Finally, as we get older, I believe that as we ought to keep our money safer, we also ought to simplify our finances and make them easier to understand.

If you agree with these 3 principles, then we should talk.

Disclaimer

This material is designed to provide information on the subjects covered and should be considered educational in nature. The information contained on this site does not constitute an offer to sell or the solicitation of an offer to buy any securities or other financial products and must not be relied upon in connection with any investment decision. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Schnack Financial Group, Inc., its affiliated companies, and their representatives do not give legal or tax advice. Use of this material constitutes understanding and acceptance of these provisions.

Schnack Financial Group, Inc.

Sunday, October 4, 2015

Puerto Rico: Small Island, Big Debt

Our Philosophy

About Schnack Financial Group

Add to Receive Blog Posts

Blog Archive

Web Site Directory

Facebook Badge

Remove Me

Disclaimer