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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: 577
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06/12/2019 - Membership Hour


Do you have specific questions regarding your Chamber membership and benefits? 

Register for our one-on-one "Power Hour" and meet with the Chamber Membership Team: Heather Macaulay, Karen Nichols and Melissa Miller. We're here to answer any questions you have regarding your membership and walk you thru, in detail, all the benefits and programs available for you and your business as a Chamber member!  Guests are welcome to bring their lunch. Coffee will be provided. 

Please register at the link above to reserve your seat!

*Chamber membership is required to attend this event.



 
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06/19/2019 - Networking at Night Mixer


Monthly Networking at Night mixers provide a great outlet to relax, meet new and seasoned members, and network 'til the sun goes down. Make sure to bring plenty of business cards!
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06/25/2019 - 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 has 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
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Learn about Facebook Pixel

Jim Nagy, Managing Director at Sprocket Websites, will be speaking about Facebook Pixel at the second meeting of June. Facebook Pixel is a piece of code that allows you to measure, optimize and build audiences for your ad campaigns on your website! Jim will explain how to measure cross-device conversions, optimize delivery to those individuals who are most likely to take action, create custom audiences from website visitors, and learn more about your website traffic. Join us for this informative marketing discussion.

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6/20/2019 9:45 AM
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Synergy Business Connections Networking Group Meeting - Third Thursday

Join us for the second meeting of the month.  Please try to arrive by 9:45am for a prompt start at 10:00am.

The Conference Room at the Greater Conejo Valley Chamber of Commerce, 600 Hampshire Road, Suite #200, Westlake Village, CA 91361

Location: Greater Conejo Valley Chamber of Commerce

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7/4/2019 9:45 AM
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Synergy Business Connections Networking Group Meeting - First Thursday

Join us for the first meeting of the month. Please try to arrive by 9:45am for a prompt start at 10:00am.

The Conference Room at the Greater Conejo Valley Chamber of Commerce, 600 Hampshire Road, Suite #200, Westlake Village, CA 91361

Join Us / Register

Location: Greater Conejo Valley Chamber of Commerce

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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