Flexibility
Investments are seen as dynamic evolving processes. Our lives are never exactly as we plan or expect them to be. Our plans never include the curve balls that happen: a car accident, lingering illness, industry-wide layoffs court battles, family troubles and so forth. Misfortunes and mischances go hand in hand in everyone's lives. At the same time, new opportunity can open up and new interest develop over time. Our vision for the future is forever changing depending on circumstances. At Lloyd Tevis, we know that flexibility is a valuable necessity of an investment program. We avoid investment arrangements which may be expensive to exit out of due to high back end fees or surrender charges. Lloyd Tevis favors arrangements that preserve liquidity and flexibility.
PRECISION InvestingTM PRESERVES FINANCIAL FLEXIBILITY TO MEET THE UNKNOWN FACTORS OF EACH INDIVIDUAL'S LIFE.