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Synergy Business Connections | Passionate People with Personality

Synergy Member PlanPrep Launches Free Comfort Number System

Now, anyone can become a fearless investor in just a few minutes!

PlanPrep’s new risk comfort number system blends the latest in technological advances with Burt Williamson’s extensive investment management experience. It helps people see how much risk they are willing to take with their money in comparison to how much they are actually taking. And, they can find out in a few minutes from their smartphone, tablet or computer.

“Our new service, Your Comfort Number, is intended to change people from being fearful investors that might make rash, short-term investment decisions based on emotion reactions, to fearless investors who make great decisions,” said Burt Williamson, founder of PlanPrep, LLC. “It helps people find their comfort zone for investment risk with a number from 1 to 99.

It’s just like a number for how soft or firm they want their mattress to be. This is not like the labels of conservative, moderate or aggressive. It’s pinpointed.”

Some easy to answer questions help guide people. It provides tradeoffs between losses and gains they may be willing to tolerate within any given six month period. The comfort number helps people see if their investments are in their comfort zone. Click hereto watch a short video.

Aligning their investments with their comfort zone can tame their fears of losing money and control their emotions better. Having realistic expectations of what may happen will allow them to react to risk appropriately when market conditions head south. It doesn’t eliminate the large drops or gains that occur from time to time, but it can help reduce the overall exposure to those extremes by making changes ahead of the next financial storm.

“PlanPrep’s new service is especially timely due to the high valuations of the stock markets today," said Williamson.“We don’t want people to fight their inclinations, but to harness them. The risk comfort number allows us to reposition their portfolios to match the individual based on what he or she truly wants and needs to achieve their objectives.”

Investors can find their comfort number by going to and clicking on Your Comfort Number. They may call PlanPrep at 800-588-0190 if they need assistance.

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PlanPrep is known for providing specific and objective financial advice in plain English. The firm offers low-cost, tax efficient investment strategies and indexed annuities, along with the right amount and types of life insurance and long-term care insurance as solutions for its clients’ particular needs. All plans are carefully developed with clients and their tax and legal advisors.

Other financial advisors from around the country hire PlanPrep as a consultant for their clients’ financial planning needs.

  • 3 August 2018
  • Number of views: 838
Categories: News
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«January 2020»

01/07/2020 - Ribbon Cutting Ceremony - Oakmont of Camarillo

Please join us for a ribbon cutting ceremony for Oakmont of Camarillo!

"Oakmont of Camarillo is Ventura County's newest and most luxurious Community for seniors providing assisted living and memory care services in a beautiful setting designed for pleasure and engagement."
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01/16/2020 - Ribbon Cutting Ceremony - FOY Life

Please join us for the ribbon cutting of FOY Life in Agoura Hills!

FOY Life is passionate about inspiring others to live their best life with effective alternative, holistic healing options and tea bar.
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01/28/2020 - Legislative Roundtable Meeting

Legislative Roundtable provides a setting for dialogue to take place on public policy issues and gives public agency staff, elected officials, their staff and businesses an opportunity to network. The meeting includes a guest speaker on a public sector topic and regular updates from our local cities, agencies, and elected officials.

Staff members provide brief reports from their prospective agencies to inform each other and members of the chamber of upcoming events or other items of interest.

This Month's Meeting: Commander Jim Fryhoff - Ventura County Sheriff's Office
Commander James “Jim” Fryhoff is a 29-year veteran of the Ventura County Sheriff’s Office.  Jim has worked a variety of assignments with the Sheriff’s Office, including detention services, patrol, special enforcement, investigations, and crime prevention. He also served as the Adjutant for two sitting Sheriffs, Assistant Chief in Thousand Oaks, Chief of Police of Ojai, and area Captain for the Ojai Valley, and now the Thousand Oaks Chief of Police.

Jim is married to his wife, Traci, with whom he has two daughters: Vanessa (15) and Savannah (13).  Jim received his Bachelor’s Degree from San Diego State University in 2009 in Vocational Education with an emphasis on adult learning theory, a Master’s Degree from the University of Oklahoma in Administrative Leadership, and graduated from the FBI National Academy Session 261 in September of 2015. Jim is a two-time Deputy of the Year recipient
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01/29/2020 - Emerging Leaders Lunch MOB

Join our Emerging Leaders Lunch MOB. Purchase your own lunch and come connect with our group of young professionals (ages 21-39) on the outdoor patio. 
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02/05/2020 - Emerging Leaders Happy Hour

Join fellow young professionals for an evening of networking and giveaways while enjoying complimentary appetizers and Happy Hour drink prices. Attendance is free and open to all young professionals between the ages of 21 and 39. Appetizers are complimentary but please come prepared to purchase your own beverages.
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Synergy Business Connections helps businesses grow through relationship marketing and we follow the exclusive category format with one member per Conejo Chamber of Commerce business sub-category. Your business sub-category appears on your Conejo Chamber profile page, right under your business name, to see if your category is eligible. We welcome you to join us at a meeting as our guest to experience the Synergy network for yourself.

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Some messages from our group...

What makes the Conejo Valley special, unique or interesting?

I like to call Thousand Oaks "the biggest little town in the country." Even though its size is well over 100,000 residents, it still has a small town feel. You are liable to see someone you know every time you go out. I also like the fact that it has protected itself from the blight that has ruined so many other communities in Southern California by restricting things such as billboards, building structure and height, paid parking lots, and corner strip malls. 

— Cary Ginell - VC On Stage

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