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Request your Custom Peaceful Portfolio® “In a nutshell”
Clients come to Fiscal Designs seeking our Peaceful Portfolio® for their 401Ks, IRAs, TSPs and Investments since it provides industry leading potential for growth with protection from losses and no advisor fees.
The Peaceful Portfolio®
is an optimal solution for
clients who are:
- Unsure where to invest to secure highly competitive rates of return.
- Worried about losing money from market losses during uncertain times.
- Tired of paying advisor fees.
- Frustrated trying to time investments with the market ups and downs.
- Concerned something must be done and just not sure what’s best.
Peaceful Portfolio®
is the ideal strategy for
clients seeking:
- Competitive growth and interest from diversified investment options.
- Guaranteed protection from market losses.
- A superior option to “Bonds” in a blended Stock and Bond portfolio to reduce risk.
- A “protected growth” account to safeguard important funds.
- “Peace of Mind” as it relates to money and investments.
- Access to “best in class” products from an Independent Agent.
- 100% of client funds are invested on Day 1.
- No taxes until funds are withdrawn. A tax-deferred investment solution.
After repositioning
funds into our Peaceful
Portfolio® clients are:
- Stress-free since not worried about losing money due to guarantees against loss.
- Relieved about finding diverse investment options to secure highly competitive returns.
- Excited about no longer paying advisor fees.
- Ecstatic about not paying any taxes until funds are withdrawn.
- Elated about income options available to guarantee they can’t outlive their portfolios.
Request an Illustration based on your age, amount and optimal products available in the state you reside.