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60 Seconds

Investing 60 Seconds in You – Are They The Right Fit

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Investing 60 seconds in You

When we were in our teens after going out on a date, inside our inner thoughts we asked ourselves “are they right for me?”

When you went to buy your first car, test drove it; You asked yourself is this the right car for me?

After two weeks at your first real job, one morning you looked in the mirror and asked, “do I fit in here?

When you met the person you married the butterflies always tickled your heart with “are we right for each other?“

Take a look at the direction of your investments.

Ask yourself, are they making the right progress?

Then ask yourself, “are they the right fit?”

If it doesn’t sit well in your heart, stop and do something about it.

                       

I’m Robert Lee, Thanks for watching. And remember, Relationships matter

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Investing

Investing 60 Seconds in You – It Boils Down To One Word: Yes

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It Boils Down To One Word: Yes

When I was young my father taught me the difference between a reason and an excuse. He said a reason is the truth about what outside situation caused you not to fulfill your duties. He shared an excuse is just a way not to finish the job.  My dad refused to accept excuses. 

Throughout our lives, we encounter people we can trust. People who give us no reason to doubt them. We know their word is their bond. 

We also cross paths with those who have chronicled a Rolodex of excuses for not reflecting exemplified character. Simply put they won’t get the job done.

We would classify them as untrustworthy.

Some people you can trust, others…no. 

In my profession we are guiding people to create their retirement plans, finance, investing, and insurance. 

For others they show a lack of progress.

It does boil down to one word. Yes.

“Yes, I will get that done for you.” 

Yes, you can trust that I will complete the job.

Yes, you are welcome to join us. 

Find the right advisor… I’m Robert Lee…

Thanks for watching… Relationships matter…

 

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60 Seconds

Investing 60 Seconds in You – Fortitude, What’s It All About Really


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Investing 60 seconds in You

Fortitude, What’s It All About Really

As I have had the privilege to meet individuals, couples, and business owners over the past 25 years, one main factor has revealed itself. Many times in our introductory meetings, people admit they are searching.
What’s for, you ask? 

People are seeking out advisers they can trust. You see it’s not about their suits, how modern their office looks, the fancy car they drive, what floor their office is on, or anything else superficial.

People have come to realize that advice is not just about returns– it’s about relationships. 

When you can look someone in the eyes and experience a level of comfort and peace then you may be working with a true professional.
All the earned designations of an industry do not transform a person into one with character and integrity. Once you have found he/she, you will know that relationship can stand the test of time.

So what’s it all about, really?

I’m Robert Lee… Thanks for watching…

And remember… Relationships matter

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60 Seconds

Investing 60 Seconds in You – When We Were Young

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Investing 60 seconds in You


When We Were Young

If something happened at school or in the playground we knew who to call: Mom. As teens if we made a big mistake we knew who to call: Dad.

As college students, figuring out life away from home, we knew who to call: Mom or Dad.

When we were hired for our first real job we knew who to call. When we met married and had our first child of course we knew who to call.

As your investments are experiencing the risks of the market do you know who to call? Do you know who will take your call? Do you want them to take your call? Do you want them to call you? How often?

As we have saved in our phones the number to our doctor, dentist, chiropractor, lawyer, tax person, who are we missing? Your investment professional. Yes, we are here to serve your needs.

I will take your call. I’m Robert Lee.

Thanks for watching and remember… Relationships Matter…

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Investing

Investing 60 Seconds in You – Working Overtime For You

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Investing 60 seconds in You

 

Working overtime… For you

In your early years your boss approached you and said I appreciate the hard work you put in. I have some after-hours projects if you want to earn more.

You likely jumped at the chance. Your boss likes you and you liked the paycheck.

Fast forward 10 to 20 years.

Though most jobs pay salary and not overtime anymore you still benefited from those experiences.

My question to you is…did you put that extra bonus money aside?
Did you see it as a gift which could build into something large?

Your money could have been working overtime all these years in the form of compound interest.

We investment professionals spend hours working overtime for your investment success.

 

Discipline yourself to set money aside for your future.
We are charged with going all out and working overtime for you.

 

I’m Robert Lee        Thanks for watching     

And remember, Relationships matter

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Investing

Investing 60 Seconds in You About Having the Final Say

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Investing 60 seconds in You

If you have changed jobs several times, your old 401(k)s may have been left behind. So much is going on in your mind when you transition from an old job into a new career. Sometimes last on the list is that 401(k) statement left in the unopened envelope deep inside your desk drawer at home. You could be too nervous to look at it or saving it for a rainy day. 

 

My advice is gather your statements and take back control of them.

 

Remember whose money is it? Yours!

 

Seek out an advisor who can consolidate these old 401(k)s into an IRA. There you will find freedom with broader diversification as you build your portfolio with your advisor.

 

Now You will have Someone whose voice can guide you thru the markets as you journey together towards your retirement goals. Rolling your past 401(k)s into an IRA also protects you from the urge to cash them out. This saves you tax penalties and a potential higher tax bill overall.

 

Now you have maximum control over your money and an ally to build your wealth.

 

Now you have the final say

 

I’m Robert Lee… Thanks for watching… And remember, Relationships matter