There are very few decisions that need to be made in a split second. Knee jerk reactions to a situation are never ideal. But, impulsive decisions regarding finances are often the most detrimental.
At WealthEdge®, we believe that ALL financial decisions should begin with a conversation. Because, how can you solve a problem, until you know all the information? More often than not, this discovery process reveals opportunities that provide the options that our clients are looking for.
Tom Watts, Director of Investments, explains how a conversation and evaluation of a unique asset helped a client looking to make a comfortable retirement a reality.