Picture going to an airport. Two planes are leaving for your destination. One has a pilot, and one is unmanned.
Which one would you rather board?
For years my father worked for a company that made airplanes. He built jets for companies and people’s private personal use. I do not build airplanes, nor am I an airline pilot, but I am like a pilot.
When you fly, you have three goals.
a)You want to take off and land safely
b)You want to arrive at the proper destination, and
c)You want to get there on time.
I want you to think of me as a pilot, not just a financial services representative. As your pilot of your investment program, those are my goals as well.
First thing you need to know if investments were an airplane. I did not build the airplane; an investment company did. I am trained and positioned in a relationship with those companies who have put years of experience and expertise into providing a solid, reliable aircraft.
Along the way, if we experience mechanical difficulties, like a dividend being cut or an account temporarily falling in value, keep in mind your destination. Don’t bail out in mid-flight.
Second, you need to know a pilot does not create the weather; a pilot reacts to it.
As a pilot of the investment airplane, I may tell you to look out the window at the peaceful scene, or I may tell you to fasten your seatbelts because there may be rough weather ahead. Whatever the conditions, know that I am at the controls, working to carry you to your chosen destination, safely and on time. This may involve a temporary change in course, which I can guide you through. Or, it may mean bracing yourself as we fly through a patch of turbulence. I’m asking you to put your faith in myself and my team’s experience and judgement to decide which choices to make as we go along.
Think of it this way.
When you go to that airport, two planes are leaving for your destination. One has a pilot, and one is unmanned.
Which one would you rather board?
That is what I do, I spend the time to find you the best route and plan. I stay trained to keep that plane going to your destination safely so that you get there.