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RSVP Events

Wednesday November 1, 2017 6:30 PM
 

Presentation: Mind Over Money
6:30 PM
Wednesday, November 1st, 2017
Cost: Free
Join us for a light dinner
Teton Medical Specialty Center, 2001 South Woodruff Ave, Idaho Falls, ID 83404

Jim and Jimmy ProfessionalThere is limited seating for this workshop.

Everyone, no matter how old or young, should be saving money for something.  And the best way to save money is by investing.  No matter how much investment experience you have, you can be a successful investor. Investing doesn’t have to be a guessing game. We will discuss the top 3 mistakes almost all investors make and how you can avoid them. We will let you in on the investing secrets of Nobel Prize winning economists. This class is for people who are either new to investing or looking for a better way to invest their hard earned money.

Directions- Enter the Southwest door and you will see our sign.  We will meet in the center of the building in a conference room.

RSVP Now!

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Posted by adminpro on October 13, 2017

About Us

Preferred Retirement Options, Inc. is a Registered Investment Advisor offering independent investment advice to individual investors and businesses.  We are located in Idaho Falls, ID, but do business throughout Idaho and Wyoming.  We provide ongoing investor education classes designed to offer each client a foundation of investment principles and provide peace of mind regarding their investments.

Jim Hancock is the President of Preferred Retirement Options, Inc.  Jim got into the investment and retirement planning field to help people plan for a successful retirement.  He was drawn to the public school teacher niche because he is a certified schoolteacher and recognized the lack of opportunities for teachers to effectively save for retirement.  Since becoming an investment advisor Jim has advised thousands of schoolteachers in Idaho and Wyoming.

We are avid supporters of free markets and believe strongly that capitalism not only increases wealth for everyone, it enhances our personal freedoms.  Ironically, both Wall Street and the government attack the free market system daily.  Wall Street believes the free market to be inefficient and seeks to exploit the belief through questionable investing techniques like selective stock picking, market timing and chasing past returns.

Investing can be complicated.  Often investors receive conflicting messages that can leave them frustrated, upset, and powerless.  We are committed to telling investors the truth about investing and helping them overcome the barrage of information that they receive from the financial industry and the media.

We utilize Free Market Investment Strategies based on Nobel Prize-winning economic theories.  This disciplined approach to lifetime investing provides the investor with the academic foundation upon which to achieve peace of mind regarding investments.

Disclosure
Investment Advisory Services offered through Preferred Retirement Options, Inc. An Idaho State Registered Investment Advisor, 1795 W Broadway PMB 260, Idaho Falls, ID 83402

Why You Need an Investment Coach

Most investors have never heard of an Investment Coach.

I am a big believer in coaching my clients.  I come from a sports background, and working with coaches was a big part of my life.  A coach is there to help athletes with the fundamentals of their sports.  They help the athlete come back to their peak performance.  Having been both a player and a coach, I recognize the importance of coaching in the investment world.  Investors need to be reminded of the fundamentals of investing and brought back to peak performance.  To achieve a strategy of buying low and selling high requires disciplined coaching.  An Investment Coach is an essential third party influence that can give un-biased information to clients and provide the necessary discipline to stay the course and not make bad decisions in a bad market.  Traditional planning is about selling products and keeping clients happy.  This results in doing things that are not always in the best interest of the client in the long run.

The average investor needs to hear our message so they can see the difference between traditional planning and peace of mind coaching.  I help investors achieve abundance and peace of mind through coaching and being positive and enthusiastic.

How is a coach different from a traditional financial planner or financial advisor?
An investment coach is a financial professional who goes beyond typical financial planning and advice to help you identify your investment philosophy, understand your investment strategy, and provide discipline throughout your investment experience.  A coach will not only help you identify the right strategy, but will help you stay disciplined so that you can keep your investments on track thus achieving the results you want.

We have often said that the traditional financial planning model is broken.  Interestingly, the old traditional model has become the source of many problems for people seeking investing advice.  Although people naturally seek out a planner to assist with their financial affairs, we find that the heart of the planning problems lies in the way that the planning is carried out over time.

Financial Planning or the development of a financial plan is very often used as a sales or marketing tool to sell a firm’s financial products.
The sale of these financial products produces a commission on the plan’s recommendations.  Unfortunately, the investor rarely knows whether the products are in their best interest or in the best interest of the planner and his/her firm.  In addition, the majority of planners work for a brokerage firm or insurance company, and do not really work directly for the client.  In this case, the brokerage firm or insurance company actually controls what products the planner can recommend to clients.

The traditional planning model does very little to educate investors.
At Preferred Retirement Options, Inc.  we believe that all investors should be encouraged to increase their knowledge of investing.  As a result, we offer clients the opportunity to attend regularly scheduled workshops.  We call this education process the Investor Coaching Series.  Some of the workshops are listed below:

  • Separating Myths from Truths: The Story of Investing
  • Choosing Your Investment Philosophy
  • Examining Your Expectations
  • Understanding the Dimensions of Risk & Return
  • The Investment Vortex:  Getting through the Black Hole of Investing
  • Structuring Your Free Market Portfolio
  • Costs: The Dark Side of Investing
  • The Critical Mindset for Harnessing the Power of Free Markets
  • The History of Investing
  • The Benefits of International Investing
  • Putting Risk to Work for Your Portfolio
  • The Grand Enigmas of Investing

We also provide clients with a Life Coaching Series.  These workshops are designed to help clients focus more on the personal aspects of their life and family.

  • Discovering Your True Purpose for Money
  • Defeating Your Money Demons
  • Revealing Your Distinctive Genius
  • Creating your Core Covenants

How do you know if you are working with a coach or a planner?
Take the “Investor Quiz” located on this website.  If you can’t answer yes to the questions listed, an Investor Coach will work diligently to help you answer all the questions.  If your current planner is not helping you seek answers to these important questions, then it might be time for a second opinion on your investments.  Please call us directly at 208-521-2957 for a  consultation.