Individuals, Retirees, Married Couples

Our platform is focused on creating fixed and sustainable interest payments

 

  1. We create safe money (principal protected) strategies with various WALs (Weighted Average Life - a measurement of how quickly the portfolio turns over), which can put current portfolio dollars now sitting in low-interest accounts to much better use.
     

  2. Our strategies mesh well with the retirees' need for interest income to help support monthly income needs.

 

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How safe are the strategies that you utilize?

We use three different investment products that each have guarantees of principal. The security comes from FDIC/NCUA on our CD productsState guaranteed funds on our insurance based products, and first position lien status on our real estate mortgage products.

 

Is the interest deferred or paid out as earned?

Some of the strategies pay monthly interest during the holding periods, which range from 12 months to 10 plus years. Some of the strategies pay deferred lump sums. We are able to tailor a strategy based on the client's needs and objectives. Long-term deferred lump sums are good choices when planning for inheritances for loved ones.

 

How long is the commitment we make?

Depending on the product(s) chosen, the maturity can be as short as 12 months, and as long as 10 plus years. Combining various strategies allows for the creation of an acceptable WAL, which is a measurement of how quickly the portfolio turns over. This WAL creates the liquidity that is required for the particular client's needs and objectives.

 

What are the average yields that can be earned in today's low-interest-rate environment?

This will depend on several factors, including total amount invested, and the WAL that the client is willing to accept. Normal WALs in the retiree world are in the 2 to 10-year timeframe, and yields in the 5% - 7% range are very achievable.

 

How about the retiree's long-standing relationship with other investment providers?

 - are not suitable for our products. In other growth - not income.  Our strategies focus on those funds that demand principal safety. We do not utilize any stocks, bonds, or mutual funds, so the funds that are earmarked for words we stay in "our lane," and are able to replace low yielding banking and investment products with our higher yield safe money alternatives.

 

How are you compensated?

We are paid directly from the vendors of the products that we place for our retiree clients. We do not charge any fees - either up-front or ongoing.

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