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Real World Situations

Just about everything we do is custom for each of our clients that we work with.  However, at a higher level we do find that many people are looking for similar things.  They also are past the thinking stage and just want to get something done.   Here is a list of examples:

  • Please help me roll my 401(k) over to an IRA
  • Please setup an investment portfolio for me with low cost index funds.
  • Please do not put me in a model, please setup a custom account for me with US stocks
  • I was denied getting life insurance, can you help me get a life insurance policy.
  • I am very conservative and don't like taxes, please setup a managed municipal bond portfolio for me
  • Could you help setup a lifetime stream of income for me and my wife.

If you are interested in one of the above or something else please contact us.

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