CLUB VS. SWING APPROACH


Imagine you’re a golfer and have been selected to play at the Master’s Golf Tournament – every golfer’s dream! ​

You have two options to choose from and can only pick one:

Option 1 – you can have the clubs of any player who has ever played in the game of golf

- or -

Option 2 – you can have the ability, or swing, of any player who has ever played in the game of golf

Which would you choose?
Surely, you would choose their Ability. 

Their Swing is way more valuable than their clubs!

Financially speaking, Financial Institutions offer you products, such as:        401(k)s, Annuities, Life Insurance, IRAs, CDs, Savings Accounts, and many others.  We’ll call these “the clubs”.  You have to have these clubs and have them customized just for you to play the game of financial planning. 

However, the greatest impact on your financial future is to have the right financial swing to avoid the potential for loss, minimize or eliminate risk, and maximize earning potential. 

That’s where we come in.

We have access to all of the clubs; however, we focus more on you having a good financial swing to your planning.  

For more information about our Club vs. Swing approach, please contact us.
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Or call us @ (951) 371-7608

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