Curtis Cottle, Life Insurance and Investment Management
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Security Benefits Center LLC
3033 Orchard Vista Dr SE
105
Grand Rapids, MI 49546
About
Many people have a lot of questions regarding either their investments or their life insurance plans; these are two key aspects in your financial health. With many new clients that come to us, we see two common investment mistakes. First, many of them have too much of their investments in aggressive type investment accounts. Second, we see many clients have too much money in conservative investment accounts, such as the bank.
Here are THREE KEY POINTS everyone should plan for:
1) Make sure you have some money that has a guarantee of principle The stock market has had 18 times that it fell 10-20% or more for a long period of time. Make sure you have some investments that are guaranteed.
2) Inflation can eat at your retirement investments! There should be a portion of your investment portfolio that is in a position to get growth that will keep ahead of inflation.
3) Your family needs to be financially protected! Life insurance protects against financial devastation.
Curtis Cottle, Life Insurance and Investment Management
We are a full service life insurance and investment management firm.Many people have a lot of questions regarding either their investments or their life insurance plans; these are two key aspects in your financial health. With many new clients that come to us, we see two common investment mistakes. First, many of them have too much of their investments in aggressive type investment accounts. Second, we see many clients have too much money in conservative investment accounts, such as the bank.
Here are THREE KEY POINTS everyone should plan for:
1) Make sure you have some money that has a guarantee of principle The stock market has had 18 times that it fell 10-20% or more for a long period of time. Make sure you have some investments that are guaranteed.
2) Inflation can eat at your retirement investments! There should be a portion of your investment portfolio that is in a position to get growth that will keep ahead of inflation.
3) Your family needs to be financially protected! Life insurance protects against financial devastation.
Primary Specialty
Life Insurance
Gender
Male
Services
funeral life insurance
insurance services
funeral expense plans
funeral expense
funeral insurance
final expense insurance
final expense policy
final expense plans
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funeral insurance plans
life insurance planning
long term care planning
long term care insurance
annuities
medicare
medicare insurance
medicare supplement
asset management
actively managed account
annuity services
annuity
investment advisory services
whole life insurance plans
term life insurance plans
mortgage life insurance plans
life insurance
investment advice
investments
investment services
investing services Additional Services Financial Advisors
insurance services
funeral expense plans
funeral expense
funeral insurance
final expense insurance
final expense policy
final expense plans
final expense
funeral insurance plans
life insurance planning
long term care planning
long term care insurance
annuities
medicare
medicare insurance
medicare supplement
asset management
actively managed account
annuity services
annuity
investment advisory services
whole life insurance plans
term life insurance plans
mortgage life insurance plans
life insurance
investment advice
investments
investment services
investing services Additional Services Financial Advisors
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Recent Reviews
Curtis is always available, prepared attentive to our needs. Great personality. Interested and engaging. He has been right on the money with advice.
by Charles Piccard
xxx.xxx.26.209
November 05, 2014
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