Many of our clients are cautious about setting up a self directed IRA or a Business Funding plan because the concept is so new to them. We of course deal with IRA’s and 401k’s every day and know the territory.

That’s why when I saw this video I related it to what some of our customers must be feeling when doing something new for the first time. The takeaway is that everyone is nervous or apprehensive about doing something the first time no matter what. Educate yourself, gain knowledge of the subject and you will be glad you took the leap.

Please take the time to watch the video and we would enjoy hearing your comments on these two delightful ladies..





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