Investment Adviser Representative
Matt serves individual clients as an Investment Adviser Representative holding active Series 65,6,63,26 licenses. He enjoys building relationships and is passionate about helping other people.
If you might be feeling uncertain, would it be wise to compare additional options and choices you have with an IRA?
When does she expect Social security to kick in? What is her time horizon?
If this $180,000 is all she has, how would she feel about being defensive and somewhat conservative?
She may achieve her goal with someone she trusts keeping the pulse on her investment lifecycle needs.
Make sure she stays away from locking her money up for a long time or high surrender charges.
Hope this is encouraging for you both.
If it is important to be readily accessible, how much of this or what percentage is the $200,000 of everything you have? That can impact where the appropriate place is to guide you. If being accessible is important and it was my own money, I would stay away from high surrender period charges. Are you ok with keeping the adviser regularly updated on any changes to your situation? Thank you for your question.
Would be happy to speak with you at your convenience. What is the best time & phone # to speak with you. Thank you!
Would be happy to speak with you. What is the best time for you and best phone #? Thank you!