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.
