Tax Free Matching Program Overview
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Why Your Advisor Will Hate This…
(According to one of our clients!)
I have money invested in the stock market like everybody else, and I invest in my 401(k), but I felt like there had to be some better options out there for me. So when I saw the plan and the options it would give me when I’m ready to retire, I just thought it was an incredible option and was something that I couldn’t pass up.
When I took the plan to my external advisors, the first thing they immediately said was “No, don’t do this.” Once I started asking them some follow-up questions and really tried to hone in on why they said no, it turned out that they didn’t really understand it. They didn’t want me to buy the plan because they had their own product that the wanted me to purchase. Of course, I did my due diligence and looked into those other products, and honestly, they weren’t as good as this plan.
I had to remember that most people’s motivation at the end of the day was to try to sell me something else. When I approached additional advisors, who are good friends of mine, I had to really dig into this plan, and when they looked it over, they said “You know what?
This is actually a really good deal.” I spent a year analyzing this thing and I lost a year of investment time. I don’t want anybody else to lose out on this, so if I were you, I would go ahead and invest in this plan now. Get your investments going now, and if after 5 years you are loving it as much as I do, you’ll want to do a second go-around.
President, 806 Technologies, Inc.
About The Founder
Wealth For Life was founded by Denver Nowicz, a fiduciary financial adviser with over 20 years in the industry. Being an independent firm, Denver uses a combination of techniques to access the best financial strategies and products the market has to offer. He is not restricted or forced to offer certain products or strategies like many captive firms. With experience gained from helping hundreds of clients successfully improve their finances and their lives, Denver is driven by his clients’ success—nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries, and fears. The Fiduciary Responsibility is always in the clients best interest first.
WealthForLife.net – Nationwide Service – 16427 N Scottsdale Rd #410, Scottsdale, AZ 85254 – 480-970-5663