The new way to invest and save

New Life Financial PlanningA SEC Registered Investment Advisor

NLFP Investment Advisor Representative

NOTE:The Following Presentation is for training purposes ONLY and is not

to be used with the General Public.

Use ONLY Client APPROVES Presentations With the General

Public

New Life Financial Planning

The following information is for illustrations purposes ONLY.

The following information DOES NOT Illustrate the actual performance that may be experienced by an individual

investor.

The actual investment performance of any individual investment account will be higher or lower than this illustration.

Your personal investment risk tolerance and all aspects of any investment, to include fees, should be carefully considered before making any actual

investment.

The past performance of any investment is NO guarantee of future performance.

FANAdvisors: First American National Advisors


▪A SEC Registered Investment Advisor…

Always do what is in the best interest of the Client

▪Committed To The Best Possible…Investment Advisory Services and

Education

When It Comes To

Investments, We Believe Every

Investor Has Two Basic Goals…

1) Earn Money

2) Do Not Lose Money


Most people have been lead to believe…

THERE IS ONLY ONE WAY TO INVEST

Invest In The “Market”And Live With The Inevitable Downs

and Ups

Two ways to Invest

But, There Are Actually TWO, Very Distinct And Different Ways To

Invest:

1.Strategic

2.Tactical

Strategic

Strategic Traditional Approach Common To Mutual Funds “Buy And Hold”

Strategic: An Illustration

S & P 500 IndexDecade Of the 1990’s

(14.53% Annualized Return)

$100,000

$423,000

Strategic: An Illustration

S & P 500 IndexDecade Of The 2000’s

(-2.23% Annualized Return)

$100,000

$79,000

What is Tactical?

So Then What IsTactical Managed Money?

Tactical Managed Money Is…

ACTIVE PROFESSIONAL Money Management



Constant Attention By A Professional Manager




Flexibility To Use Multiple Asset Classes




Flexibility To Use Multiple Asset Classes Trends And Indicators, NOT Timing




Flexibility To Use Multiple Asset Classes Trends And Indicators, NOT Timing Ultimate Asset Protection: Cash


ACTIVE PROFESSIONAL Money Management Constant Attention By A Professional

Manager Flexibility To Use Multiple Asset Classes Trends And Indicators, NOT Timing Ultimate Asset Protection: Cash Asset Preservation & Asset Appreciation

The Goal

The Goal of Tactical Managed Money:

▪ Capture Upside or Positive Performance▪ Avoid “Drawdowns” or Negative Performance

Tactical

Tactical: An Illustration

S&P 500 Index Fund 2000 Through 2014

Tactical: An IllustrationS&P 500 Buy & Hold

$183,578

Tactical: An IllustrationS&P 500: 80% Participation /

Avoidance

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

MM 80%

S&P 500

$297,999

$183,579

Tactical: An IllustrationS&P 500: 90% Participation /

Avoidance $374,310

$297,999

$183,579

But The “BIG” Question…

Can It Really Be Done?

Yes It Can Be Done…

And It Has Been Done!

A Better Investment Solutions

A Better Investment Solution

I am associated with a…Registered Investment Advisor Firm

That is working with some of the finest Money Managers

To Help People Find and Develop

“A Better Investment Solution”


The Vast Majority Handle Their Investments,

Tw0 (2) Ways…


Tw0 (2) Ways…1.Do It Yourself

Manage a 401k, Buy Mutual Funds or Stocks Direct

2.Work With A Broker or Securities Rep▪ Buy Mutual Funds, Variable Annuities, Stocks or Bonds


People are Looking For…

“A Better Investment Solution”


S&P 500 Index, Decade of the 1990’s1/1990: $100,000 To 12/1999: $423,700

(14.53% Annualized Return)


S&P 500 Index, Decade of the 2000’s1/2000: $100,000 To 12/2009: $79,970

(-2.23% Annualized Return)


Clearly What May Have Worked In The Past

Has Not Worked in Recent Years


There AREBetter Investment Solutions, That..

Address the investment challenges of recent years

Have performed year after year, in BOTH up and down markets

Provide access to managers that were once available ONLY to:

InstitutionsOR Larger Account Balances


Our “Better Investment Solutions”Are Provided Through…

Carefully Selected Professional Money Manager that…

Always work on “Making Money”BUT, Continually Focus on NOT “Losing Money”


The Importance of NOT LOSING Money

Investor #1: $100,000

Investor #2: $100,000



Investor #1: $100,000

Investor #2: $100,000

40% Loss: $60,000

10% Loss: $90,000



Investor #1: $100,000

Investor #2: $100,000

40% Loss: $60,000

10% Loss: $90,000

60% Gain: $96,000

50% Gain: $135,000



Investor #1: $100,000

Investor #2: $100,000

40% Loss: $60,000

10% Loss: $90,000

60% Gain: $96,000

50% Gain: $135,000

Total Value Down (4%)

Total Value UP 35%


To Further Illustrate theImportance of NOT Losing Money…

Let’s Take A Look At What Happened To Most InvestorsVersus

What Would Have HappenedIf Exposure To Losses Had Been Reduced

The Following Numbers Are Actual Audited Results, Net of All FeesFrom One of the Currently Available Manager Options


What Actually Happened to Most Investors $100,000 From Jan, 2000 To Dec, 2012S&P 500 With Dividends Reinvested

$135,618


What Would Have HappenedIf Exposure to Losses Had Been Reduced Sample Money Manager: Jan, 2000 To Dec,

2012

$135,618

$212,253


Which Investment Would You Prefer?

Description The Average Investment

The Professionally

Managed Account

Annualized Return 2.57% 6.76%




The Professionally

Managed Account


Best Quarter 15.99% 14.72%Worst Quarter -21.85% -5.70%

Maximum Drawdown -55.31% -12.67%

Volatility Index 1.00 .27




The Professionally

Managed Account


Best Quarter 15.99% 14.72%Worst Quarter -21.85% -5.70%

Maximum Drawdown -55.31% -12.67%

Volatility Index 1.00 .27

Account Value $135,618 $212,25356% More Money


Would You Be Interested In Evaluating What YOUR Investments Would Have Done

Using This “Better Investment Solution”?

If So…I Need To Gather Some Basic

Information

Past Performance Is NO Guarantee of Future PerformancePlease refer to individual investment manager for

specific fees, expenses and performance information.

“What makes us different?”

An official distinction we have over the majority of other financial advisors is

Registered Investment Advisor …RIA

We are completely independent and objective when making investment or planning recommendations to our clients.

“What makes you different?”

We work for our clients NOT for Wall Street

“What makes us different?”

We MUST make unbiased, prudent investment decisions for our clients.


RIAs have a legal and regulatory fiduciary duty to act in the best interest of their clients.

RIAs use institutional custodians to hold and safeguard their clients’ investments.

RIAs provide advice and services for a fee based on a percentage of the client’s assets.


RIA firms are registered with the Securities and Exchange Commission, making RIAs some of the most highly regulated entities in the financial industry.

RIAs work with complex portfolios and address unique needs that require a highly customized level of investment expertise.

Average Investor

Average Investor

Average Investor

One example

Date post:	05-Apr-2017
Category:	Economy & Finance
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The new way to invest and save

Economy & Finance