AT THE END OF A RECENT CALL WITH ONE OF MY CLIENTS, I ASKED IF THERE WAS ANYTHING ON THEIR MIND. THEY SAID, "FUNNY YOU SHOULD ASK, WE WERE WONDERING IF YOU WOULD BE WILLING TO WORK WITH OUR SON"
FULL DETAILS ARE IMPORTANT.
THEIR SON HAD DONE A GREAT JOB AND SAVED UP OVER $250,000 BY AGE 30. HE HAS A GREAT JOB BUT HIS BIGGEST DESIRE IS TO GET INTO THE REAL ESTATE FLIPPING GAME.
MY CLIENTS ARE RETIRED AND AFTER SELLING THEIR VERY SUCCESSFUL BUSINESS IN CALIFORNIA, THEY PROMPTY MOVED OUT OF CALIFORNIA TO A LOWER COST OF LIVING IN IDAHO.
THEIR SON LIVES IN NEVADA AND WOUD LIKE TO START FLIPPING HOUSES BEFORE HE JUMPS OFF THE 9 TO 5 WORK SHIP.
MY SUGGESTION FOR THEIR SON WAS NOT TO WORK WITH ANY FINANCIAL ADVISOR AT THIS POINT. SOME OF THE REASONS INCLUDE:
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