The following information is for TRAINING 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. 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

1. New Life Financial Planning
A SEC Registered Investment Advisor
NLFP Investment Advisor Representative

2. 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

3. 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

4. ▪ A SEC Registered Investment Advisor…
Always do what is in the best interest of the Client
▪ CommittedToThe Best Possible…
Investment Advisory Services and Education

5. When It ComesTo Investments, We
Believe Every Investor HasTwo
Basic Goals…
1) Earn Money
2) Do Not Lose Money

6. Most people have been lead to believe…
THERE IS ONLY ONEWAYTO INVEST
Invest InThe “Market”
And Live WithThe Inevitable Downs and Ups

7. But,There Are ActuallyTWO,
Very Distinct And DifferentWaysTo Invest:
1. Strategic
2. Tactical

8. Strategic
 Traditional Approach
 CommonTo Mutual Funds
 “Buy And Hold”

9. S & P 500 Index
Decade Of the 1990’s
(14.53% Annualized Return)
$100,000
$423,000

10. S & P 500 Index
Decade OfThe 2000’s
(-2.23% Annualized Return)
$100,000
$79,000

11. SoThen What Is
Tactical Managed Money?

12.  ACTIVE PROFESSIONAL Money Management

13.  ACTIVE PROFESSIONAL Money Management
 Constant Attention By A Professional Manager

14.  ACTIVE PROFESSIONAL Money Management
 Constant Attention By A Professional Manager
 Flexibility To Use Multiple Asset Classes

15.  ACTIVE PROFESSIONAL Money Management
 Constant Attention By A Professional Manager
 Flexibility To Use Multiple Asset Classes
 Trends And Indicators, NOTTiming

16.  ACTIVE PROFESSIONAL Money Management
 Constant Attention By A Professional Manager
 Flexibility To Use Multiple Asset Classes
 Trends And Indicators, NOTTiming
 Ultimate Asset Protection: Cash

17.  ACTIVE PROFESSIONAL Money Management
 Constant Attention By A Professional Manager
 Flexibility To Use Multiple Asset Classes
 Trends And Indicators, NOTTiming
 Ultimate Asset Protection: Cash
 Asset Preservation & Asset Appreciation

18. The Goal ofTactical Managed Money:
▪ Capture Upside or Positive Performance
▪ Avoid “Drawdowns” or Negative Performance

20. S&P 500 Index Fund
2000Through 2014

21. $183,578

22. $50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
MM 80%
S&P 500
$297,999
$183,579

23. $374,310
$297,999
$183,579

24. ButThe “BIG” Question…
Can It Really Be Done?

25. Yes It Can Be Done…
And It Has Been Done!

26. A Better Investment Solutions

27. 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”

28. TheVast Majority
HandleTheir Investments,
Tw0 (2) Ways…

29. Tw0 (2) Ways…
1. Do ItYourself
 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

30. People are Looking For…
“A Better Investment Solution”

31. S&P 500 Index, Decade of the 1990’s
1/1990: $100,000To 12/1999: $423,700
(14.53% Annualized Return)

32. S&P 500 Index, Decade of the 2000’s
1/2000: $100,000To 12/2009: $79,970
(-2.23% Annualized Return)

33. Clearly What May Have Worked InThe Past
Has NotWorked in RecentYears

34. There ARE
Better 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:
 Institutions
 OR Larger Account Balances

35. Our “Better Investment Solutions”
Are ProvidedThrough…
Carefully Selected Professional Money Manager that…
 Always work on “Making Money”
 BUT, Continually Focus on NOT “Losing Money”

36. The Importance of NOT LOSING Money
Investor #1:
$100,000
Investor #2:
$100,000

37. The Importance of NOT LOSING Money
Investor #1:
$100,000
Investor #2:
$100,000
40% Loss: $60,000 10% Loss: $90,000

38. The Importance of NOT LOSING Money
Investor #1:
$100,000
Investor #2:
$100,000
40% Loss: $60,000 10% Loss: $90,000
60% Gain: $96,000 50% Gain: $135,000

39. The Importance of NOT LOSING Money
Investor #1:
$100,000
Investor #2:
$100,000
40% Loss: $60,000 10% Loss: $90,000
60% Gain: $96,000 50% Gain: $135,000
TotalValue Down (4%) TotalValue UP 35%

40. To Further Illustrate the
Importance of NOT Losing Money…
Let’sTake A Look At What HappenedTo Most Investors
Versus
What Would Have Happened
If ExposureTo Losses Had Been Reduced
The Following Numbers Are Actual Audited Results, Net of All Fees
From One of the Currently Available Manager Options

41. What Actually Happened to Most Investors
$100,000 From Jan, 2000To Dec, 2012
S&P 500 With Dividends Reinvested
$135,618

42. What Would Have Happened
If Exposure to Losses Had Been Reduced
Sample Money Manager: Jan, 2000To Dec, 2012
$135,618
$212,253

43. Which InvestmentWouldYou Prefer?
Description
The Average
Investment
The Professionally
Managed Account
Annualized Return 2.57% 6.76%

44. Which InvestmentWouldYou Prefer?
Description
The Average
Investment
The Professionally
Managed Account
Annualized Return 2.57% 6.76%
Best Quarter 15.99% 14.72%
Worst Quarter -21.85% -5.70%
Maximum Drawdown -55.31% -12.67%
Volatility Index 1.00 .27

45. Which InvestmentWouldYou Prefer?
Description
The Average
Investment
The Professionally
Managed Account
Annualized Return 2.57% 6.76%
Best Quarter 15.99% 14.72%
Worst Quarter -21.85% -5.70%
Maximum Drawdown -55.31% -12.67%
Volatility Index 1.00 .27
AccountValue $135,618 $212,253
56% More Money

46. WouldYou Be Interested In Evaluating
WhatYOUR Investments Would Have Done UsingThis
“Better Investment Solution”?
If So…
I NeedTo Gather Some Basic Information
Past Performance Is NO Guarantee of Future Performance
Please refer to individual investment manager for
specific fees, expenses and performance information.

48.  An official distinction we have over the
majority of other financial advisors is
Registered InvestmentAdvisor …RIA
 We are completely independent and
objective when making investment or
planning recommendations to our clients.

49. We work for our clients
NOT forWall Street

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

51.  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.

52.  RIA firms are registered with the Securities
and ExchangeCommission, 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.