Do successful investors prefer properties in perfect condition or that need fixing up? Do they like residential or commercial, downtown or in the suburbs, manufactured, brick or wooden frames, exteriors painted brown or gray? While any of these choices may describe a particular individual’s comfort zone, the true investor treats the physical property as a
There are basically four stages of investment and reinvestment in the selling of real estate that may take place throughout a lifetime: Building wealth, Protecting assets Creating a stream of income, and Estate planning Since I know you wouldn’t walk around with a financial statement taped to your forehead it boggles my mind that so
Your financial picture constantly changes so you must constantly review and redesign your plan to keep up with those changes. Assets are added, others are sold or gifted. Your obligations change. So too the legal and financial hazards you face. With time your financial goals and priorities also change. Equally important, asset protection strategies of
From the 24 year-old just beginning her career to the multigenerational family with hundreds of millions in assets, the variation among our clients is astounding. Nonetheless, each, in his or her own way, needs some degree of Wealth Protection Planning. Whether it means developing a better risk/reward ratio in an investment portfolio, saving for college