Hurricane Andrew taught me that stillness lives at the center of chaos. Improv and salsa are teaching me how to find it in motion. Surrender is not weakness; it is fluency. Riley, my golden retriever, has always known how to move in that grace.
Member
When Kelly started a new job, she came to me for a second opinion on what to do with it. I rolled her into a low-cost portfolio built around her actual goals. She's even been able to overweight industrials, a sector she and her husband follow closely and believe in. Her total return since the rollover is 47.83%. That's a 14.91% annualized return, including the recent market correction.
Most 401(k) plans offer a limited menu of investment options… usually target date funds that automate a portfolio based on age. An IRA opens up the entire investment universe and lets my clients build something intentional. I work from portfolio models and tailor each one to suit my clients' goals.
I'm a good referral for your friend who recently updated his LinkedIn profile. He wants to be completely done with Oracle since they laid him off with a cold 6 am email. Ask him whether he takes his Whiskey neat or on the rocks.
Melissa Moss
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
