Equiplan Financial Services

Compare 10 year returns from the
S & P 500 OR the Dow against the 10 year returns from Fixed Indexed Annuities - the results will surprise you...

DON’T BE MYOPIC! Recent double digit gains in the market will always have the allure to the myopic investor. “Myopic” investing places emphasis on the significance, for example, of a 1 year S & P gain of 18%-20%. While that may attract the uninformed investor with what they perceive as an opportunity for quick riches, the reality is; over time, which is how you use your money, the “average return“ is where the significance should be placed. In retirement; the average retirement investor lacks one key and critical element to steady long-term growth of their money - time!

DON’T MAKE THE COMMON MISTAKE that so many retirees make - shouldering too much risk on their money while continually draining the pot. Since market based securities are not cash accounts, you are continually redeeming shares of various positions, all at various values which can fluctuate wildly from day to day, month to month and year to year. This creates a phenomenon of EXPONENTIALLY DEPLETING YOUR MONEY by redeeming shares when they are depressed.

Please talk to us about cash-based, guaranteed safety and competitive growth of your retirement dollars, without the risk!