New Residents Choose Fee-only Firm: Arbor Wealth serves new arrivals and locals

Published: Thursday, October 18, 2012 at 16:33 PM.

Arbor Wealth: A fiduciary is legally required to act in the best interest of its clients. 

Question: How does a new resident become a client?

Arbor Wealth: During our complimentary consultation, we will ask to review recent statements for any accounts that the client would like considered for management. And we always ask for copies of the last two years’ tax returns. We’ll discuss the client’s current financial picture and his/her goals for the near and distant future. And we always consider the tax ramifications of any security purchase or sale before taking action.

Question: How many new clients are interested in income generation?

Arbor Wealth: Many of our soon-to-be-retired or currently retired clients want to get paid from their investments. Generating income with dividends from blue chip stocks and coupon payments from bonds to create periodic, systematic income is one of our long-time specialties.

 



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