Retirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning Company
(Mon - Friday)
rkmann@aol.com
90 Hall Road, Suite 48, Sturbridge, MA, 01566
Retirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning CompanyRetirement Financial Advisor: Best Capital Investment Planning Company

How I Work

How I Work

The client who can best take advantage of my services is age 40 – 60. He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice. My client recognizes that minimizing taxes is a main issue in reaching this goal. Generally a level of growth of 8% per year is needed. My client is risk sensitive, but recognizes that having a risk versus reward of 1 unit of risk for 2 – 3 units of reward puts risk in the proper perspective. 

My client seeks growth to enable he or she to build a lifetime tax free income as a core asset.Management principles such as diversification, and a plan for risk control on each asset held provide an additional level of security.Generally, my client has family values, is charitable and cares a great deal about his or her family’s security and education.It is interesting that successful people usually have excellent core values.

Who I Serve What I Charge How I Work

The client who can best take advantage of my services is age 40 – 60.

He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice. 

Our clients usually pay 1% for traditional managed accounts of over $200,000. Our active managed accounts usually pay 2% per year.

I am an internet advisor. I offer content and information to the general public through my website, newsletters and publications.

If someone one wants help to get pointed in the right direction I offer an online meeting on Gotomeeting.com. In this meeting there is no selling involved, simply interviewing each other to see if there is a fit for working together.

Contact

  • Advisor’s Capital Investments, Inc 90 Hall Road, Suite 48, Sturbridge, MA, 01566
  • (860) 963-0722
  • rkmann@aol.com