Helping seniors and retirees protect their assets from stock market downturn, nursing homes and Uncle Sam.
What is revenue sharing? It is an organized kickback. When a financial advisor participates in revenue sharing they’re not recommending the best investment for you, they’re recommending ones that paid them a kickback to push their mutual funds. If you go to any company’s website, by law they must tell you in their disclosures if […]
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In this video, Senior Financial Security advisor Lee Shielka talks about why inflation is harmful, in addition to discussing some options for protecting your portfolio from inflation and some other interesting investment advice. Who remembers the time period when there was super high inflation and super high interest rates between 1965 and 1985? For some […]
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In this video, CEP and owner of Senior Financial Security Jean Dorrell talks about why life insurance may be a smart investment for your portfolio, in addition to discussing being a full-service financial advisor and some other interesting investment advice. Being a full-service investment firm means that we can do anything. Stocks, bonds, mutual funds, […]
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