Tony told AB Yesterday -
PAM EDIT - I JUST ASKED TONY TO CLARIFY YET AGAIN WHAT WE HAVE HEARD - 2ND MEETING WITH WEALTH MANAGER...YOU WILL BE ABLE TO DISCUSS AND POSSIBLY ADJUST... BOTH THE EXCHANGE RATE AND THE INTEREST RATE BASED ON CURRENCY, QUANTITY, LENGTH OF TIME DEPOSITED, ETC.
are you ready for your world to change, are you ready to change peoples lives and give them a reason to believe.
i think we are at the door
Have an outline plan.....be willing to adjust as you get advise from quality advisors. EVERYONE has a custom plan. (Young, old, single, married, young kids, older kids, no kids, on and on. Focus on RV....Exchange, learning all you can about your roll in caring for YOUR money! You will have the time....take on the responsibility to educate yourself. NO-ONE watches your money better than you.....Trust yourself!
OKAY - HAVE TO ADD MY TWO CENTS HERE....YOU DEFINITELY NEED TO TALK TO YOUR OWN PROFESSIONALS....WE ARE HAVE UNIQUE SITUATIONS AND NEED A PERSONALIZED PLAN FOR THOSE SITUATIONS...SUCH AS ....I DON'T WANT ALL MY MONEY IN ONE FOUNDATION...SOME WILL BE IN OTHER TRUSTS ETC.....YOU NEED TO DISCUSS THIS WITH YOU OWN FINANCIAL PLANNERS, ATTORNEYS ETC
AB OFFERS SAGE ADVICE..THERE IS NO "COOKIE CUTTER" FINANCIAL PLAN AVAILABLE THAT WILL SERVE US INDIVIDUALLY.
EACH RESPECTIVE ESTATE PLAN IS DESIGNED TO FIT YOU PERSONALLY BASED ON INDIVIDUAL NEEDS AND DESIRES