Dear WSP Family & Friends,
Do you have a strategy in place for your “no man’s land” assets? When we sit down with families during their financial planning meetings, one of their biggest challenges and frustrations is trying to find their assets in “no man’s land.” These may include retirement plans from previous employers, old brokerage accounts that don’t have an established advisor or an active 401(k) that’s not receiving advice.
Almost all of us have assets in “no man’s land” waiting to be claimed. This month, we challenge you to review and consolidate these assets to ensure they are managed efficiently and strategically as part of your overall financial plan.
Sincerely,
Paul Allen, CFP®, MS
President and CEO, Wealth Strategies Partners
Any opinions are those of Paul Allen and Wealth Strategies Partners and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.