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.
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