Broker Check

Do Your Parents Have Assets Everywhere?

| July 27, 2020

Are you concerned about your handling of your parents finances?

Do they have money laying around all over the place?

Is tax season a nightmare for them, you, or their accountant?

In this short 3 minute video I walk you through a story of a client who I helped get their finances organized and simplified. They had over 30 accounts and I was able to help them consolidate it down to 10 accounts and develop a spending strategy. This made life much simpler for my client as well as their accountant.