How do you know if there is a
problem with your current broker?

• You lose more money than you thought you were risking
• Investment losses negatively impact your retirement or lifestyle
• Your broker won’t return your calls
• Your broker is good at telling you what to buy, but not what to sell
• You are losing money in an IRA or retirement account
• Your broker has more excuses than ideas
• When your broker suggests an annuity for your IRA account
• “Risk” is never part of the conversation
• When your broker says its “safe”, but your gut says different
• When your “investment professional” losses a lifetime of your savings