Happy New Year! May this be a Year of Consistent Winning!
As Drive Planning takes a minute to reflect on 2018, we have one overwhelming and resounding thought; this is why we do it!
The “it” in which am referring to is promoting and delivering Contractual Wealth to our members. A large portion of our investments and strategies apply guarantees or security against loss.
These investments and strategies deliver a peace of mind that is enjoyed day in and day out with results that carry on year in, year out.
As I look back over my 22 year career, I can recall only a few times where we may have left money on the table. The most prominent being the late 90’s Tech Boom. Most of the technology we owned during that time was collared and hedged with guarantees, costing a little return. Ultimately, the strategies in place saved most who got caught up in the irrational exuberance.
Our Contractual Wealth Strategies have historically ranged between 8.5% into double-digit returns. This consistent performance generally beats the up and down volatility of the typical investments discussed in main stream media.
My message today serves two purposes. First, to say thanks for working with Drive Planning and trusting our strategy. Lastly, if you desire to engage further with us, we are here to serve you and your family to make 2019 the year of consistent winning.
CEO, Drive Planning
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