RC Peck, CFP®

Summary

I help investors create stability and certainty around their investing without feeling like they just took on another job. There are two PROBLEMS with the investment world: 1. Big Box Advisors simply stand by as their clients take the full hit of all market crashes 2. Pick of the Month Investment Newsletters create anxiety, noise and overwhelm by keeping the investor either too conservative or too story-based. Almost everything you’ve been taught about investing is outdated. There’s a better way to invest. Are You Really Different? Everyone Says That... ...I’m different because I’m you. I’m sick and tired of all the brokers or financial planners that add zero value or worse hurt your money and your future. People don’t need another advisor, they need need verifiable, ‘implementable’ evidence on what really works regardless of the economy or your age. Investing can be powerfully simple. If you’re uncertain about your portfolio then you’re most likely using the same approach that was being taught in the 70’s and the 80’s - diversification and age-based investing. They stopped working and are now the SOURCE of loss. My clients enjoy real peace of mind, knowing things are and will be okay. They are going to have enough and will not be a burden on anyone. All because they are able to avoid catastrophic losses while keeping their money in the stable, uptrending asset… again regardless of age or self-described risk tolerance.