About You

Looking for investment advice?  Is this you?

On my own

Why didn’t I listen to Mom and Dad? Now they are both gone and I don’t know what to do or where to start with all of this money  or who to trust!

And this Trust – I’m not even sure what a trust is or what it does. How am I supposed to be a Trustee when I don’t even know where to start? I want to honor how hard Mom and Dad worked for this money and I don’t want to lose it.

I want us to have a legacy from this money. I want to make smart investments for me, for us, for the kids – and what about travel, college tuition, weddings, maybe that cottage?

I need someone I can trust, and who will look out for me, who will work with me and not against me. I need someone to talk to who will teach me about investing. I need help getting started.

Lost the love of my life!

We did everything together. I never worried about the money, or bills, or anything. I never did any of this on my own. Oh sure, we talked about it, but I never thought I would be the one having to handle all of this.

Now I have to worry about everything and I’m scared. I don ‘t know where to start and I don’t want to rely on the kids, they are busy with their own lives.  I really need to take care of myself – that’s what we always said we’d do.

I need someone to talk to me, not sell me things. I want someone to care about me and my money, who will take time to explain things to me and not take advantage of me. I need someone I can trust.

Finally Retired!

We made it – we’re retired! We’ve got our IRAs and 401Ks and Social Security, and our nest egg, and now we can finally travel and do all those things we’ve talked about. We can volunteer to our hearts content. We can visit the kids; we can finally take up that painting class!

We need someone who will work with us, who will keep an eye on our investments, and who will help make the best decisions for us.

We don’t want to have to worry about watching the markets when we’re finally traveling or taking the grandkids to Disney World. We really need someone we can trust and who will look out for our best interest and who we can call for help and we know will be there for us – even if just to listen.

Single Again

I’ll be fine, but this still hurts. I never thought I’d be divorced, but I am. I have all of the responsibilities for the kids and the house, and with working full time how do I find time to even think about investing? I sure don’t want to be taken advantage of. I need someone in my corner, someone I can trust who will look out for me and make sure that all the legal stuff and taxes all work together. I don’t need any more surprises…

I just don’t have enough time

I am overworked! Between work, travel, client meetings and all the other things I have going on I just don’t have time to take care of our investments. I am so busy during the day and too tired at night to even think about our portfolios and retirement plans.  I can barely find time to spend with our family and the kids are growing up so fast!

I need someone to keep an eye on our investments, to make recommendations and handle the day to day detail so I can concentrate on my work. I’d like clean, clear, concise reports to let me know how we’re doing. I want someone to work as hard on our portfolios as I work on taking care of my family.