September 30, 2007
Posted by DanielKitzes
I'm Inheriting $550K and am looking for quality financial advice?
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September 30, 2007
Posted by Zadillo
( 1 rating )
Some general starting points: pay off debt, get into index funds. Since your young, invest in yourself. Possibly by obtaining a higher education if relevant for your situation.
On a non-traditional note, I would advise taking a moderate percentage of risk with your new found money. Always wanted to start your own business? Now's the time. Now's your chance.
I hear the yogurt business is booming
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October 06, 2007
Posted by smitbarney
( 1 rating )
I would be happy to help you determine what the best course of action is with your new found assets. I am a financial planning specialist with Smith Barney. At the very least I could serve as a source of information to help you make your decision. you can visit my website at www.lucasbarton.com Is there a good way to contact you? e mail me at lucas.m.barton@smithbarney.com
I'd love to speak with you.
Take Care,
Comments
- Zadillo: We'd all love to hear your advise. Is there anything you can recommend for the group?
- smitbarney: I would have to get to know you each as people first. Blanket advice is not what I do. Every strategy is customized for that particular person/family. and I do not work in a "cookie cutter" approach. e mail me at lucas.m.barton@smithbarney.com and I will elaborate. I don't give advice over message boards
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DanielleR:
People like Suze Orman and Robert Kiyosaki make their living by offering general advice, tips, and guidance for the everyday investor who enjoys taking an active role in financial matters. Magazines such as Smart Money and Money are in wide circulation. Not everyone wants or needs a financial planner as they gain financial knowledge - and there is a market to advise them.
I don't think it's a "cookie cutter" approach; it's a map to find the professional adviser, when needed.
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