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Back-Tested
           Wealth Generating Results
              That Makes Sense
8/5/2011          Copyright © 2011. Nollette Financial   1
   Substantially Lower Cost to Invest

   Substantially Higher Profit Potential

   Advantages of Tax-efficient Opportunities

   Back-Testing shows Wealth-Generation

   Congruency with Professional Research

8/5/2011         Copyright © 2011. Nollette Financial   2
8/5/2011   Copyright © 2011. Nollette Financial   3
    Passive Index fund investing

        Nearly   a break-even approach




8/5/2011           Copyright © 2011. Nollette Financial   4
    Managed Pools of Investments

        Many    investment funds suffered
           Significant Losses




8/5/2011            Copyright © 2011. Nollette Financial   5
    Nollette’s Managed Index Investing

        Reasonable        and Sensible
           Investment Approach

        Evidence   of Higher Returns with
           Reduced Cost to Invest

8/5/2011            Copyright © 2011. Nollette Financial   6
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%
   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
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
This 2% or 3%
reduction in fees
translates to…

           …a Higher Profit Potential!


8/5/2011          Copyright © 2011. Nollette Financial   10
This 2% or 3%
reduction in fees
translates to…

           …an Early Retirement!
           …Comfortable Golden Years!
           …More World Travel Time!
8/5/2011         Copyright © 2011. Nollette Financial   11
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

  • 1. Back-Tested Wealth Generating Results That Makes Sense 8/5/2011 Copyright © 2011. Nollette Financial 1
  • 2. Substantially Lower Cost to Invest  Substantially Higher Profit Potential  Advantages of Tax-efficient Opportunities  Back-Testing shows Wealth-Generation  Congruency with Professional Research 8/5/2011 Copyright © 2011. Nollette Financial 2
  • 3. 8/5/2011 Copyright © 2011. Nollette Financial 3
  • 4. Passive Index fund investing  Nearly a break-even approach 8/5/2011 Copyright © 2011. Nollette Financial 4
  • 5. Managed Pools of Investments  Many investment funds suffered Significant Losses 8/5/2011 Copyright © 2011. Nollette Financial 5
  • 6. Nollette’s Managed Index Investing  Reasonable and Sensible Investment Approach  Evidence of Higher Returns with Reduced Cost to Invest 8/5/2011 Copyright © 2011. Nollette Financial 6
  • 7. 8/5/2011 Copyright © 2011. Nollette Financial 7
  • 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. 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. This 2% or 3% reduction in fees translates to… …a Higher Profit Potential! 8/5/2011 Copyright © 2011. Nollette Financial 10
  • 11. This 2% or 3% reduction in fees translates to… …an Early Retirement! …Comfortable Golden Years! …More World Travel Time! 8/5/2011 Copyright © 2011. Nollette Financial 11
  • 12. 8/5/2011 Copyright © 2011. Nollette Financial 12
  • 13. 8/5/2011 Copyright © 2011. Nollette Financial 13