PLANNERS & ADVISORS

Zero Waste Investing™ is your friend

Can you help me build my business?

1) Zero Waste Investing™ via Index+5™ portfolios will reduce your workload by an order of magnitude

2) Working with a bona fide expert Financial Care Provider™ (FCP™) will make you a better portfolio manager

3) Understanding 33/66 Engineering™ will provide you with a custom offering only you can provide

Why do I need your help for my clients to buy and hold Index ETFs?

The key to Index+5™ investing is the big decisions

1) How to decide how much to invest

2) Whether or not to pursue excess returns via a +5 Stock™

3) When to rebalance

4) How to best implement dollar cost averaging

Your clients need you, right?

You need us for the same reason

We know something you need to know that you don't know

What do you know that I don't know?

We know how to deliver index upside

And then some

Without all of the index downside

For real

We call it 33/66 Engineering™

This is the basis for advisor value-added

AND

It makes your job much easier

Learning this will allow you to handle

MORE customers & MORE money

AND

Deliver better results