Surviving the eye of Hurricane Andrew was the adventure I needed in 1992. I jumped out of the plane after my 68-year-old dad, skydiving near DC. The CIA may have rejected me, but at least my Golden Retriever is obsessed with me. I collect hand sculptures.
Member
When we first met, Alan said, "It feels like this happens a lot… we get a market turn in January and all of a sudden, I have to take an R.M.D. off a December balance that doesn’t exist anymore.” I X-rayed his investments and saw an opportunity to reduce uncertainty in his portfolio. Now, his portfolio generates enough cash to cover his RMDs each year.
Investors with retirement savings are obligated by the IRS to take required minimum distributions (RMDs) from most retirement accounts to avoid indefinitely deferring tax liabilities. But if timing isn’t favorable, a quick market downturn at the start of the year can make taking RMDs stressful. My process involves software that gives me an X-ray of a client's investments, showing where they might be overexposed to risk.
I'm a good referral for Charlotte, who has become her husband's main caregiver. She wants permission to focus on the time she has left with Sam without the background financial anxiety. Ask her what she really thinks about the city of Holly Springs.
InfoMinute
Financial Services | Investment
Financial Advisor
Filing Cabinet
404-895-0937
12705 Century Drive
Suite A
Alpharetta, GA 30009
You'll notice the sunglasses hanging around his neck when my best client steps out of his 2-year-old F-250. He's a partner of his engineering firm, and his status symbols include John Deere, linear feet of fencing, and vacation days spent with his family.
Company
Benito Canales
Matt Valente
Sponsorship
Development
Daniel was a careful man. He came with the right vocabulary, like fiduciary, CFP®, and retirement guardrails, the kind of words that signal you've done your homework, that you're not here to be taken advantage of.
But then he said it. Quiet, almost amused. That he was surprised Angie had made it to noon without quitting due to the stress.
I've learned to listen for the sentences people say like they don't mean them. Those are usually the truest ones.
What Daniel and Angie wanted had nothing to do with maximizing their returns. They wanted to know if the life they'd built was strong enough to hold them. If they could finally set down the weight of work without losing the ground beneath their feet. The farm. The actual, literal farm their families have spent generations not mortgaging.
That's what was at stake. That's what it was always about.
Referral Trigger Response
