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.
Be conservative. Stay away from commission investment vehicles that will lock up your money for long periods of time. Use diversification. Find out if there are ways to be tax efficient. Keep open communication with an advisor as you would a medical doctor for any sudden needs. Have regular checkups and a long term strategy. Enjoy.
1. Be and stay disciplined every month
2. Be diversified in your investments
Pay yourself first every month and max out your contributions.
Ask good questions and work with someone who can put your interests before their own and avoid up front sales charges. Keep the relationship with an adviser representative long term like a doctor and patient so you both get you to your goals. Hope this encourages you. You can do it!
If you might be feeling uncertain, would it be wise to compare additional options and choices you have with an IRA?
Stay truly focused & disciplined to your purpose and your timeframe. Work with someone who won't charge an upfront fee. Find a fiduciary investment adviser representative that will keep the pulse on your timing & act in your best interest, and help with diversification of asset allocation with insitutional money management. Bottom line: you've got the right idea. Work with someone who would treat your money as if it were their own. Great question & hope this is encouraging for you.
Would be happy to speak with you. What is the best time for you and best phone #? Thank you!