FINDING SAFEGUARDS AND GROWTH POTENTIAL IS A CHALLENGE- BUT IT IS POSSIBLE

Since becoming an advisor nearly 2 decades ago, I have researched and studied the financial landscape for strategies that provide three features every investor hopes for:

1) Opportunity for growth in up markets

2) Defense against losses in turbulent times

3) Low cost

Preservation is especially vital when investors reach retirement age and need more certainty and security. But do we have to give up growth potential to get it? Therein lies the challenge.

I am extremely excited to share a strategy with you that meets that challenge head on. Please view the short videos below to see how you can have growth potential AND defend against losses. Also, there are no explicit product charges on the money you invest in the indexed accounts.

This is just one of the indexing strategies we offer. Contact us at 336-682-9549 or david@lefeverfinancial.com to request a complimentary consultation so we can share more vital strategies with you.

SIX-YEAR TERM

SIX-YEAR ANNUAL LOCK