Planning is easy, but, needs to be continuously updated
Far too many people spend way too much money with Financial Planners who create elaborate plans that are impossible to follow.
As an Airplane junkie, I learned in pilot school that there are 2 very important things that every pilot must religiously do:
Prior to starting the engine, it is imperative that you go through the checklist.
File a flight plan: When you are on your way to a destination it is important that you file a flight plan. There are crews of people that are following you during every part of your trip and are there to make sure you never get off course. If one was flying from Michigan to Florida, it would be easy to get just a few degrees off. If ground control was not continuously making sure you were on course, you could easily end up in Mexico rather than Florida.
At Sapphire Blue Investment Partners, we make sure that you are on course no matter if you are just starting out or if you are retired. Its what we do best.
Sapphire Blue Investment Partners, Inc. (“SBIP”) is a registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SBIP is also doing business as Liberator Wealth Management, LLC and has the following affiliated entities: Physicians Wealth Management Services, LTD, and Hensler Aviation. We have additional offices in Frederick, Maryland. SBIP is organized as a corporation under the laws of the State of Michigan with our principal owners, Fred and Tracy Hensler.
This website is a publication of SBIP. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
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Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. There can also be no assurances that a portfolio will match or outperform any particular benchmark.