What is TFRA?
I work with many types of investors from the very high earning to the lower income. And I work with people in ALL age groups. I get the same questions from them… “is there something special, some magical shortcut, I can do to have an amazing retirement?” The answer is there are only 3 levers you can adjust to affect your retirement
- How much you are saving
- How much time you have until retirement
And I believe the most important lever…
- Where you save you money
I work to invest my investors’ money where appropriate in a TFRA. (Tax Free Retirement Account)
Why a TFRA? It’s hands down the best product:
-to have more income in retirement
-to pay as little taxes as possible
-to avoid the roller coaster ride and potential retirement destruction of stock market risk
I have found that only about 30% of people I speak with I can actually help with our strategies and programs. The other 70% I either point in a better direction than working with me or sometimes tell them to just keep doing what they’re doing.
So, I have found that if we just start with a 5-minute conversation we can uncover pretty quickly whether I can help you with your specific goals or if it would make more sense to point you in a different direction than us.