by Chuck Price, CRFA
Learn the secrets to growing your wealth with investment strategies & advice from Chuck Price, the Financial Doctor.
$1 of Every Book Sale Goes to the Wounded Warrior Project.
Have you gotten a financial check up lately?
For a FREE, no hassle financial check up, call us at (877)-50-PRICE (77423).
Click here to read Risk vs. Reward, a valuable resource for anyone considering investing in the stock market.
Want to learn more?
Listen to the Investing Simplified radio show.
[blog posts=”4″ columns=”2″ title=”Latest Posts” show_title=”yes”]
Market Linked CDs
If you would like to know if you’re a prime candidate for Market Linked CDs, contact us at (877)-50-PRICE (77423) or email [email protected].
[accordion-item title=”Asset Protection Your Life”]Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.
While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site.[/accordion-item]
[accordion-item title=”Grow Your Retirement”]
What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).
This web-site discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.
[accordion-item title=”Recommended Reading”]
There are many “sales” books that advisors like to give clients to read in hopes that they will help sell products or services. We are not interested in such books. We prefer to have clients and potential clients read substantive books so they can truly educate themselves on the good and the bad planning tools used in our industry. The following is our recommend reading list (you can click on the titles to learn more about each book):
All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. To learn how exposed your assets are to creditors and how to protect them, please click here[/one_third]
For many people, funding a tax deferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool then tax-deferred plans. Click here to learn more.
Guaranteed Income for Life
From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while receiving a guaranteed rate of return of up to 7% coupled with a guaranteed income for life that you can’t outlive, please click here to learn more[/one_third_last]
[portfolio projects=”4″ title=”Wealth Preservation” show_title=”yes” filters=”all”]
[callout title=”Growing Your Retirement” button=”Learn Now” link=”http://pfgwm.com/financial-planning/retirement-life/” buttoncolor=” green” target=”_blank or _self”]Growing Your Retirement – Keep your money safe while growing your principal[/callout]