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It is surprising how many people don't really know how much their monthly fixed expenses are. How can we properly plan for retirement without knowing this number? Another eye opener is realizing and planning for the fact that the Government is a key partner who will get a percentage of the current dollar amount in your 401-K, SEP or Traditional IRA's. If taxes go up, so does their percentage - be prepared!
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"Susan is a true confidant. We can count on her always going above and beyond when it comes to knowing which products meet our needs." J Westberry - White Lake, MI
"Susan takes great pride in delivering excellent customer service. " T. Smith - Shelby Twp, MI
"Susan knows her stuff - and makes the complicated world of understanding annuities very uncomplicated." C. Vanderson - Tampa, FL
Note: Testimonials were not solicited for and individuals did not receive any type of compensation.
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Why does Ken Fisher hate annuities?
I love to learn, and share my knowledge to help my clients feel more confident in their financial decisions, and in recommending me to a family member or friend. I will often share independent views I agree with on a subject you may find interesting......
Why does Ken Fisher hate annuities?
Why does Ken Fisher hate annuities?
Why does Ken Fisher hate annuities?
You have seen the commercials; you have heard the many negative things he says about annuities. Read what an esteemed PBS speaker thinks, who gives you the "real story" behind Ken Fisher's marketing campaign.
BTW, this Billionaire money manager recently spoke about how he built his Company at the 2019's Tiburon CEO Summit, and compared the process of gaining a client's trust to "trying to get into a girl's pants."
Mr Fisher, I found your comments highly offensive, and applaud the men and women who are pulled their accounts from under your management. The change in your TV advertising is duly noted; he decided its time to show a few women in powerful positions. Laughable and to little to late
Most Frequently Asked Questions:
Why does Ken Fisher hate annuities?
Most Frequently Asked Questions:
Do you charge a fee? Yes, a flat fee based on work performed. However, if I also earn a commission if or when we put products in place, the flat fee is often waived/refunded.
Do you act in the role of fiduciary with your clients? Yes, as a certified insurance counselor it is my primary responsibility and intention to always act in the best interests of the client first.
How do I know what my current Financial Advisor's fees are, and if they are reasonable? Great question You should ask, and then let's chat!
What's the difference between a Medicare Advantage Plan and a Medicare Supplement? Primary difference is a Supplement plan gives you many more choices - you can choose which doctor, which hospital, and where you want your care to be given at. I believe Advantage Plans quickly become "disadvantage plans" when you get really sick, and consequently, do not sell or recommend them."