How is Money Made (Or Lost)?
Our mission is to help clients better UNDERSTAND the investment process. This ongoing education becomes the foundation of trust between advisor and client.
At Spotlight Financial, we like to keep things simple. The engine of any successful financial plan runs on making clients more money.
The Total Return Formula
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Total Return Equals:
Price Change + Income Earned - Fees
How our team aims to CONTROL
'Price Change'
- We hand-pick our best 15-25 investment ideas...and invest our own monies alongside our clients' portfolios.
- We utilize buffered investments that track the S&P500 index while providing downside protection.
How our team INCREASES
'Income Earned'
- We sell covered call options on growth stocks -- Amazon can pay our clients a 5% synthetic dividend yield!
- We own consistent dividend-growers and let time do the work for us.
How our team REDUCES
'Fees'
- Many advisors charge an advisory fee on ALL assets under management. We don't.
- Does your CD ladder really pay you 5% if your advisor charges a 1% fee?
What does your Total Return formula look like?
Send us your contact information for a complimentary statements review. Someone from our team will reach out to you.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.