FocusStage | Insurance Retirement Investments | Luis Zapata, Financial Advisor in Rancho Cucamonga, CA
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  • HOME
  • About
    • FocusStage
    • Our Team
    • Approach
  • Solutions
    • Tax-Free Strategies
    • Lifetime Income
    • Life Insurance Review
    • Social Security Maximization
  • Resources
    • Videos
    • Calculators
    • Articles
    • 3 Types of Money
    • Essential Forms
  • CONTACT

CLUB VS. SWING APPROACH


Imagine you’re a golfer and have been selected to play at the Master’s Golf Tournament – every golfer’s dream.  You have two options to choose from and can only pick one:

Option 1 – you can have the clubs of any player who has ever played in the game of golf

or

Option 2 – you can have the ability, or swing, of any player who has ever played in the game of golf

Which would you choose?

FocusStage | Luis Zapata, Financial Advisor in Rancho Cucamonga, CA
Surely, you would choose their ability.  Their swing is more valuable than the clubs.  Financially speaking, financial institutions offer you products, such as 401(k)’s, annuities, life insurance, CD’s, savings accounts, and many others.  We’ll call these “the clubs”.  You have to have these clubs and have them customized just for you to play the game of financial planning.  However, the greatest impact on your financial future is to have the right financial swing to avoid the potential for loss, minimize or eliminate risk, and maximize earning potential.  That’s where we come in.

We have access to all of the clubs; however, we focus more on you having a good financial swing to your planning.  

For more information about our Club vs. Swing approach, please contact us.

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EDUCATIONAL VIDEOS

Educational Videos - Financial Advice in Rancho Cucamonga, CA
Educate yourself with our financial videos!

Quotes from Financial Advisor, Luis Zapata
I help people find money they are currently transferring away unknowingly 
and unnecessarily. 

Luis Zapata
Financial Advisor

Quotes from Financial Advisor, Luis Zapata

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FocusStage
10950 Arrow Route #2692
Rancho Cucamonga, CA 91729

Tel: (909) 944-9421
Fax: (909) 297-3233

luis@focusstage.com

Luis Zapata, Financial Advisor in Rancho Cucamonga, CA © 2018 FocusStage | Financial & Insurance Solutions. All rights reserved.