Would it surprise you to learn that most of the leading academic minds in finance agree that the stock market cannot be skillfully predicted? Or that year in, year out, the overwhelming majority of professional portfolio managers fail to outperform their benchmark?

[dark_headline]Planning for your future requires three components that very few people utilize. [/dark_headline]

1. Requires Strategic Planning
  • Retirement Income
  • Education Planning
  • Investment Strategy
  • Tax Reduction Planning
  • Risk Management
  • Charitable Giving
2. Continuous Education
3. Provides Necessary Coaching
  • Asking the Right Questions
  • Have you discovered your true purpose for money, that which is more important than money itself?
  • Have you defined your investment philosophy?
  • Have you identified your personal risk tolerance?
  • Do you know how to measure diversification in your portfolio?
  • Have you measured the total amount of commissions and costs in your portfolio?

Contact Betzel Wealth Advisors for more information.