Your Host, Robby Welborn, President of Legacy Financial Group

Robby has been in the financial services industry for almost 20 years. Robby utilizes professional money management techniques in an effort to outperform the benchmark returns and to minimize any short term losses. The goal of this daily hands on management is to increases the probability of success for his clients. Robby is a Fiduciary (putting the client’ best interest first) and a fee based advisor for his clients. Robby lives in Granbury with his wife, Vicki. He has 4 married children and 6 grandchildren, all in the Granbury area.

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-- June 20June 22

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You Will Learn:

Discussion of mutual funds and some of their flaws.
Why the big box fund managers like Vanguard, Fidelity and American Funds cannot compete with our money management strategies.
Fair & unbiased discussion of the weaknesses of annuities, fixed & variable.
Why the common buy & hold philosophy puts you at high risk.
What is tax advantage trading?