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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 PlanPrep.com 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
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01/28/2020 - Legislative Roundtable Meeting


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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
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