College Planning Fresno
Protect and Build Your Wealth
I use the most advanced tools to educate and demonstrate financial strategies that may allow your current financial products to perform more efficiently, with little or no additional out-of-pocket cost.
By scientifically weighing and measuring all aspects of your personal finance and wealth building objectives, I am able to identify opportunities that may obtain a more efficient plan. I uncover these opportunities by applying the Lifetime Economic Acceleration Process (L.E.A.P.) methodology.
There is NO FEE, NO CHARGE, and NO OBLIGATION. If you already have a plan in place, my services will not interfere with your current agent or adviser. What matters most is that you’re able to understand all the options to get the best value for you and your family.
As it relates to investing, as with any investment strategy, there is potential for profit as well as the possibility of loss. Past performance does not guarantee future returns. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing. Investment account values will be subject to fluctuation in capital markets. This material is intended for both educational purposes and to promote interest in the subject matter. It does not address any individual’s specific situation and is not to serve as the basis for any investment decision. The material is based on the latest information available to the public and, while deemed accurate, is not guaranteed.
Carefully consider your investment objectives, risk factors, and charges and expenses before investing. There are risks involved with investing, including possible loss of principal.
Scott J. Karl is an Investment Advisor Representative of Guardian Pointe Private Wealth Management headquartered at 1024 E. Grand River Ave., Brighton, MI 48116. Scott Karl College Planning Services and Guardian Pointe Private Wealth Management are separate entities and are not affiliated.