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Back-Tested           Wealth Generating Results              That Makes Sense8/5/2011          Copyright © 2011. Nollette ...
   Substantially Lower Cost to Invest   Substantially Higher Profit Potential   Advantages of Tax-efficient Opportuniti...
8/5/2011   Copyright © 2011. Nollette Financial   3
    Passive Index fund investing        Nearly   a break-even approach8/5/2011           Copyright © 2011. Nollette Fina...
    Managed Pools of Investments        Many    investment funds suffered           Significant Losses8/5/2011          ...
    Nollette’s Managed Index Investing        Reasonable        and Sensible           Investment Approach        Evide...
8/5/2011   Copyright © 2011. Nollette Financial   7
WITH ‘THE OTHER GUY’ INCLUDE …   Complicated Fee Structures   Costs to participate in a mutual fund ~1.5%    to 2.5%   ...
AT NOLLETTE INCLUDE…    Easily understood Professional Approach to     Wealth Management and Associated costs to     Inve...
This 2% or 3%reduction in feestranslates to…           …a Higher Profit Potential!8/5/2011          Copyright © 2011. Noll...
This 2% or 3%reduction in feestranslates to…           …an Early Retirement!           …Comfortable Golden Years!         ...
8/5/2011   Copyright © 2011. Nollette Financial   12
8/5/2011   Copyright © 2011. Nollette Financial   13
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Invest w Nollette It Just Makes Sense 2011

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At Nollette, we strive to give people peace of mind. Peace of mind that is inseparable from and deeply tied to the attainment of long-term financial stability that all of us strive for in life. Given the unique financial circumstances we live with, Nollette\'s structured planning and professional wealth management is designed to help bring the client closer to financial freedom!

Published in: Economy & Finance, Business
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Transcript of "Invest w Nollette It Just Makes Sense 2011"

  1. 1. Back-Tested Wealth Generating Results That Makes Sense8/5/2011 Copyright © 2011. Nollette Financial 1
  2. 2.  Substantially Lower Cost to Invest Substantially Higher Profit Potential Advantages of Tax-efficient Opportunities Back-Testing shows Wealth-Generation Congruency with Professional Research8/5/2011 Copyright © 2011. Nollette Financial 2
  3. 3. 8/5/2011 Copyright © 2011. Nollette Financial 3
  4. 4.  Passive Index fund investing  Nearly a break-even approach8/5/2011 Copyright © 2011. Nollette Financial 4
  5. 5.  Managed Pools of Investments  Many investment funds suffered Significant Losses8/5/2011 Copyright © 2011. Nollette Financial 5
  6. 6.  Nollette’s Managed Index Investing  Reasonable and Sensible Investment Approach  Evidence of Higher Returns with Reduced Cost to Invest8/5/2011 Copyright © 2011. Nollette Financial 6
  7. 7. 8/5/2011 Copyright © 2011. Nollette Financial 7
  8. 8. WITH ‘THE OTHER GUY’ INCLUDE … Complicated Fee Structures Costs to participate in a mutual fund ~1.5% to 2.5% Management Fee ~1-2% Account Maintenance Fees Transaction Fees Total is about 2.5% to 5.0%8/5/2011 Copyright © 2011. Nollette Financial 8
  9. 9. AT NOLLETTE INCLUDE…  Easily understood Professional Approach to Wealth Management and Associated costs to Invest  Professional Wealth Management Fee of 1.0% to 2.0%  Fund Participation Fee of 0.08% to 0.75%  For Balances >10k  Maintenance & Transaction Fees included  Total is about 1.08% to 2.75% 8/5/2011 Copyright © 2011. Nollette Financial 9
  10. 10. This 2% or 3%reduction in feestranslates to… …a Higher Profit Potential!8/5/2011 Copyright © 2011. Nollette Financial 10
  11. 11. This 2% or 3%reduction in feestranslates to… …an Early Retirement! …Comfortable Golden Years! …More World Travel Time!8/5/2011 Copyright © 2011. Nollette Financial 11
  12. 12. 8/5/2011 Copyright © 2011. Nollette Financial 12
  13. 13. 8/5/2011 Copyright © 2011. Nollette Financial 13

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