How can you be sure that your retirement dollars are meeting their maximum growth potential?
We have talked with many frustrated clients of third-party custodians. Those custodians charge fees for processing their clients' investment choices. This is expensive and time consuming. What's more, clients have lost out on profitable deals because they couldn't gain access to their money fast enough.
Rick said that through his approach, we could have checkbook access to our retirement savings for the purpose of investing in what we wanted to, when we wanted to, (following all laws and regulations regarding these things of course, which we constantly ask him about to ensure we're steering properly...), in order to more manually create larger wealth within our retirement savings. Our investments are now free from corporate retirement plan restrictions. Following his advice and his plan and working with his assistant we were set up in a short time. Rick got us properly on the road to self management and self direction of our future. Now whenever we see some investment that looks worthwhile, we don't have to say, "I wish...", we can actually invest. It is freeing, and the only complaint I have is that we could have done it a lot earlier in life.
The icing on the cake is that he is about the most plesant individual I have ever worked with. A total gentleman with a great sense of humor and a little good-natured mischievous side coming through at the right moments to keep the dry topic very interesting.
You will love the freedom that Rick will be able to tailor for your retirement savings, and you will love working with he and his team all the way through the process. He is always available for my questions, and he always makes me feel welcome to ask even if he has answered the same question for me repeatedly!
Thank you Rick!
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