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Tuesday
Aug312010

Dimensional Funds now available in variable annuities

I'm very happy to now be able to offer Dimensional Funds to my clients.  Dimensional is one of the best but least known fund families available.  If you're not familiar with them, check out their website:

http://www.dfaus.com/

As I constantly seek to improve the Asset Advisors offering, I was able to add a good variable annuity program several months ago for clients.  This was a critical step because many clients have been taken advantage of and placed in annuities, even though it may not have been best for them, before they came to me.  This offering allows me to use a 1035 exchange to transfer the clients account to a quality company tax free.

There were already good companies like Vanguard, Fidelity and PIMCO available, but the addition of Dimensional is the icing on the cake.

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