written by: Zanne Lamb-Hunt
What do you get when two well known and highly respected financial gurus put their heads together? You get an investment alternative that puts your financial future firmly in the palm of your own hand!
Total Control Financial puts the focus squarely on Qualified Retirement Plan (eQRP) and, true to the name, it gives total control of investments to the individual. Imagine having complete flexibility and absolutely no fees!
The Time Is Right To End The Uncertainty Of Financial Investments
Damion is very familiar with the eQRP investment niche and he fully trusts that “people are smart enough and responsible enough to own their financial future. This is a tool that we’re bringing to them to enable them and empower them to decide their financial future.
“We believe in people. We don’t necessarily believe or trust in the system that’s set up to really serve itself more than it does the people. That’s kind of hard core and I believe it’s really set up that way.”
Teresa has extensive experience working with alternative strategies and she’s well aware of two particular segments in America. The first seems to suffer from amnesia. “They forget what happens with Wall Street and what happens with investments every five..six..seven years.”
She continues, “There’s another huge segment that’s growing in numbers every single day that have an inherent distrust of Wall Street because of what they’ve seen happen in 2001 and 2008. They’re looking for alternatives.”
Their combined knowledge in the investment world tells them “people need these strategies more than ever. There are more people today that want alternatives and are frustrated and tired of being taken advantage of.
The result? Teresa shares that they have partnered together “at the right time, with the right strategy and the right team.” That strategy is the QRP.
Wall Street Doesn’t Want You To Know About This
Damion explains, “It’s not just a little control or a little different. It’s night and day. Once you shift gears and you say you no longer want to play by the conventional system — doing the 401k or the IRA — you move into the vehicle called the eQRP – the empowered Qualified Retirement Plan.
“It takes about five days to go from where you are to being in the driver’s seat. You end up with a checkbook where you’re able to invest in things like real estate and precious metals, life insurance and private equity.
“There’s NOBODY taking fees out of every transaction that you do! NOBODY is saying we’re going to take 2% of your money every year just because you happen to have a statement coming from us. You keep all of that stuff.
“You’re making the decisions. NOBODY is telling you what you can and can’t do. You truly are in total control of your money.”
eQRPs Are Tax Code Compliant
“Over the last fifteen years,” said Damion, “some things have changed in the code. Congress changed the rules around what could be done and who could set certain plans up so that an individual can do their own thing. Now people have the option to grab control and run with it.”
“They can have their entire plan where they’re the only person in it. It used to be that you had to have a big company.” That meant limited options and being stuck “with paper assets that are controlled by somebody else that’s feeing you to death.”
What Brought These Financial Gurus Together?
Teresa and Damion met about three years ago and discovered they had a lot in common regarding politics, their world views, philosophies, coaches they had worked with and many interests. “We became accountability partners, ” said Teresa, “and worked closely together in terms of helping each other accomplish our goals.”
Damion had already written a book about QRPs. Having a “bad ass legal team’ that could deal with the complexities of compliance, they put together a business plan. After defining their joint mission and vision, Total Control Financial was born.
Coming up with the concept for TCFwas simple for Damion. “It came from the whole idea that people are smart enough and they’ll make good decisions for themselves. They don’t need to have somebody else so things for them.
“People have been convinced that things are too complex. That they’re not smart enough. That if they don’t have a two MBAs, a Ph.D. and a law degree they can’t possibly understand how to invest or do something with their own money. So, they give up control.”
Teresa and Damion are absolutely convinced that the opposite is true. “There are millions of people who are self responsible, they just don’t know where there are better options out there. It’s a matter of awareness.”
The Biggest Challenge Of Getting TCF Off The Ground
Teresa shares, “We have had some challenges but nothing monumental.” She points out that they’ve both been in business for a very long time and they worked together to build solid framework.
“We hold each other accountable. I tend to be more private in my conversations and communications about what’s going on. And, Damion calls me on that!”
She adds, “I think if you start the way we started, so many things line up. You make decisions on your values as opposed to making decisions on your gut or a whim.
“If somebody does not relate to our message either from a team-building perspective or an investor perspective, they’re just not going to get it and they’re just not people we want to hang out with.”
That same criteria applies to potential clients. “If our clients or customers do not get our values or don’t understand transparency or self responsibility, they’re not our customer and that’s okay.”
Addressing being in a partnership, Damion shares, “It’s naive to think that partnerships don’t have lots of issues. You know they’re going to come up. But when you’re committed to each other and your mission, that mission is greater than any person or any problem.”
Are you ready for an eQRP? Ready to have total control over your own financial investments? Are you curious about this alternative and want to know more about it? Visit the website for more information. And, get your copy of a FREE book on eQRPs at totalcontrolfinancial.com/eric. It will be delivered directly to you!
There’s no better time to take the first step. Do it today!
Contents Provided by Frederick Advice Givers Podcast Episode #076: Eric Verdi Interviews Teresa Kuhn & Damion