YOUR EXPERienced, reliable FINANCIAL PARTNER
At Yankee Investor, LLC we view ourselves as your expert partner in all things financial, and we are fully committed to getting you the results that you want. We understand each of our clients has specific needs, wants, timelines, and goals. As your financial advisor, we will help you develop and implement a plan based on your specific needs.
Contact Robert directly...
robert.sullivan@yankeeinvestor.com
508-356-7700
Proven track record
Our reputation speaks for itself: We’ve been providing financial guidance for over 24 years. We take a progressive approach to help numerous clients obtain financial freedom. As with any long-term successful financial plan your likelihood of reaching your goal is improved considerably if you keep your cost/fees low. While compound interest rates may be beneficial to your savings, those compounded fees, cost or expenses can take a big bite out your nest egg. We know where to find those hidden fees and expenses that could be costing you well beyond what you ever could have imagined.
Take a look
Here is just one example of how a 2% variation in fees would cost you over one million dollars over a 25 year period:
We assume a portfolio value of $500,000 compounded annually @ 6% for 25 years. The results your nest egg totals $2,145,935.36
We take the same exact value of $500,000., compounded annually @ 8% for 25 years.The results your nest egg totals $3,424,237.60
That’s a total of $1,278,302.24 ! Over one millions dollars, what could you do with a million more plus dollars in Retirement ???
This is just a hypothetical example and may not be considered any type of guarantee of your own results for the future.
Secure your future today !
Print