You Won’t Believe What Some Financial Advisors Can Do, Legally…

Post Category : Lending


You know a situation is bad when the President of the United States has to get involved and that’s exactly what’s happening right now in the case of many investment advisors.

What I’m about to say may sound like a mistake, but I guarantee you it’s true: The President has told the Department of Labor to draw up new rules that will make retirement financial advisors put the interests of their clients ahead of their own financial gain. If you thought that’s that way it is now with all investment advisors, you would be wrong.

Currently if you go to financial advisors seeking help investing for your future retirement, many are in a position to steer you toward investments that give you a poor return on your money but reward the advisor with huge sales commissions. While many other professionals have a fiduciary responsibility to their clients, sadly these financial advisors do not. At least not so far.

There’s one more thing I need to point out in this situation: As a client, you have no clue what kind of commission your advisor is receiving on the different investment products he is offering. It’s invisible to you.

The information you need

At Evoque Lending, we believe in giving our investors the upfront information they need to make a fully informed decision about where they put their money. Further, when it comes to investing in First Trust Deeds with us, our clients always make the final decisions.

No one wants any “surprises” with their investment portfolio and this is especially true when retirement funds are involved. If you’re new to First Trust Deeds, you’ll be glad to know that their returns are locked in and that they have a high degree of reliability. When you invest your money, you receive a monthly check for the amount of the interest the note pays, and right now we are delivering double-digit returns for our investors.

Orange County real estate, Los Angeles real estate and San Francisco real estate are the areas in California where we specialize in hard money loans. Evoque Lending as an excellent track record of delivering high returns for our investors; we’ve been in this business for more than 15 years.

The safety you require

I mentioned the reliability of investing in First Trust Deeds above. To give our investors the safety they require, we do a thorough job vetting our borrowers to be certain they have the ability to meet their monthly obligations. Equally important is the fact that we always build some 40 percent of protective equity into the loans.

Much of what I’ve discussed here has centered on retirement accounts. I need to mention that Evoque Lending can help you bring these high-yielding First Trust Deeds into your retirement account strategy. Being able to rely on a double-digit return with your retirement funds might help you retire earlier than expected.

Whether you’re considering First Trust Deeds as a retirement account investment or as part of your regular portfolio, I’m sure there is more you need to know. Give me a call or drop me an email. I’d be glad to answer all your questions and help you move forward.