Invest w Nollette It Just Makes Sense 2011

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At Nollette, we strive to give people peace of mind. Peace of mind that is inseparable from and deeply tied to the attainment of long-term financial stability that all of us strive for in life. Given the unique financial circumstances we live with, Nollette\'s structured planning and professional wealth management is designed to help bring the client closer to financial freedom!

Economia e finanças Negócios

Back-Tested
Wealth Generating Results
That Makes Sense
8/5/2011 Copyright © 2011. Nollette Financial 1

 Substantially Lower Cost to Invest

 Substantially Higher Profit Potential

 Advantages of Tax-efficient Opportunities

 Back-Testing shows Wealth-Generation

 Congruency with Professional Research

8/5/2011 Copyright © 2011. Nollette Financial 2

8/5/2011 Copyright © 2011. Nollette Financial 3

 Passive Index fund investing

 Nearly a break-even approach

8/5/2011 Copyright © 2011. Nollette Financial 4

 Managed Pools of Investments

 Many investment funds suffered
Significant Losses

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 Nollette’s Managed Index Investing

 Reasonable and Sensible
Investment Approach

 Evidence of Higher Returns with
Reduced Cost to Invest

8/5/2011 Copyright © 2011. Nollette Financial 6

8/5/2011 Copyright © 2011. Nollette Financial 7

WITH ‘THE OTHER GUY’ INCLUDE …
 Complicated Fee Structures
 Costs to participate in a mutual fund ~1.5%
to 2.5%
 Management Fee ~1-2%
 Account Maintenance Fees
 Transaction Fees
 Total is about 2.5% to 5.0%

8/5/2011 Copyright © 2011. Nollette Financial 8

AT NOLLETTE INCLUDE…
 Easily understood Professional Approach to
Wealth Management and Associated costs to
Invest
 Professional Wealth Management Fee of 1.0% to
2.0%
 Fund Participation Fee of 0.08% to 0.75%
 For Balances >10k
 Maintenance & Transaction Fees included
 Total is about 1.08% to 2.75%
8/5/2011 Copyright © 2011. Nollette Financial 9

This 2% or 3%
reduction in fees
translates to…

…a Higher Profit Potential!

8/5/2011 Copyright © 2011. Nollette Financial 10

This 2% or 3%
reduction in fees
translates to…

…an Early Retirement!
…Comfortable Golden Years!
…More World Travel Time!
8/5/2011 Copyright © 2011. Nollette Financial 11

8/5/2011 Copyright © 2011. Nollette Financial 12

8/5/2011 Copyright © 2011. Nollette Financial 13

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Invest w Nollette It Just Makes Sense 2011

2.  Substantially Lower Cost to Invest  Substantially Higher Profit Potential  Advantages of Tax-efficient Opportunities  Back-Testing shows Wealth-Generation  Congruency with Professional Research 8/5/2011 Copyright © 2011. Nollette Financial 2

8. WITH ‘THE OTHER GUY’ INCLUDE …  Complicated Fee Structures  Costs to participate in a mutual fund ~1.5% to 2.5%  Management Fee ~1-2%  Account Maintenance Fees  Transaction Fees  Total is about 2.5% to 5.0% 8/5/2011 Copyright © 2011. Nollette Financial 8

9. AT NOLLETTE INCLUDE…  Easily understood Professional Approach to Wealth Management and Associated costs to Invest  Professional Wealth Management Fee of 1.0% to 2.0%  Fund Participation Fee of 0.08% to 0.75%  For Balances >10k  Maintenance & Transaction Fees included  Total is about 1.08% to 2.75% 8/5/2011 Copyright © 2011. Nollette Financial 9

Invest w Nollette It Just Makes Sense 2011

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