Complimentary Consultation

Learn why most stock investors fail when saving for retirement and in retirement.  This meeting could save you and your family’s financial future.

What is a Complimentary Consultation?

A Complimentary Consultation is a no cost, no obligation,  totally confidential meeting by phone with a Wealth Agent™ where they will briefly discuss how most stock investors fail when saving for retirement and when living on a stock account in retirement.

The Wealth Agent™ will compare and contrast the success of real estate investing versus stock investing. Think of it as getting a second opinion on your current retirement plan.

In 15 minutes or less, they can share with you how and why most stock investors fail when saving for retirement and in retirement. Additionally, they can discuss with you how to create a real estate based wealth building or retirement plan.

Why Do Most Stock Investors Fail?

You need to know the facts on why most stock investors fail!

Before the Complimentary Consultation meeting by phone, we would like to send you our 2 free booklets. The first booklet explains “The 10 Main Reasons Why Most Stock Investors Fail When Saving for Retirement.”

This booklet is only 16 pages, but it is easy to read and provides a  totally different point of view of stock investing when planning for retirement. You will learn why most stock investors will not be able to save their way to retirement and will probably need to delay retirement.

The second booklet explains “The 13 Main Reasons Why Most Stock Investors Outlive Their Savings in Retirement.”

You will learn that regardless of how much you have in your stock account, you will most likely outlive your savings in retirement if you live too long.

This booklet could save you from outliving your savings when you need it the most in retirement. It may change the way you save and invest for the future.

Jeff Sibel Certified Financial Planner (CFP®), AWMA℠, AAMS℠, Wealth Agent™ and real estate broker is the author of these booklets. He has over 40 years of financial planning and real estate investment experience.

It is his sincere hope that this short Complimentary Consultation can change you and your family’s financial future.

What are your financial and investment planning concerns?

If retirement planning is your main objective, you will learn how real estate investors can build lasting wealth by investing for income, potentially retire early with less money invested, and how real estate investing can possibly prevent you from outliving your savings when you need it the most in retirement.

To request a Complimentary Consultation or receive these two PDF booklets, please provide the information below.