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
It's the small things that move people. Kelly mentioned it several weeks ago: iThink Financial will put a debit card in their hand right as a client opens an account, right there at the branch, before they've had time to clear out their wallet. A small fact. The kind that quietly changes what's possible.
I've learned to hold onto those facts. When a client sat across from me recently, worn down by the particular indignity of paying Chase ten dollars a month for the privilege of keeping his own money somewhere, I knew what to say. I walked him through it, step by step, the way you'd walk someone across unfamiliar ground. And I told him: you'll leave with a card in your wallet. It'll be done.
He stopped at a branch on his way home. By dinner, it was.
That's the thing about the right information at the right moment. It doesn't push. It simply opens a door, and people walk through it on their own.
Referral Trigger Response
