Do you ever feel like your financial life is in total and absolute chaos? You’re not alone. Fundamentally, a financial nightmare is an organization problem. But unless you have the key to sorting all the information, it seems like an impenetrable fog.
If you’re like most people, chances are your accounts are held in several different banks, financial institutions and insurance companies. Worse, they’re probably a collection of IRA, Roth, 401k, 403b, 401a, non-qualified accounts, and others. So, how do you know which can be combined with which, what that means, or even if it is a good idea?
This is where we come in. We know how to manage investment accounts. And as a fiduciary, we work in your best interest. We’ve helped hundreds of people resolve thousands of random accounts held all over the place. It’s likely we can help you too.
One of the best ways to get started is to download my How to Fix a Financial Nightmare organizer. Then collect all the documents, doing your best if you get stuck, and be ready to upload them to our secure server. Then, make an appointment to talk with us and get the guidance you need.
You will feel better. The first appointments are always free.