Jason Peck, CFP®, AAMS®’s Post

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I help individuals and businesses in marketing and tech build, preserve, use and share their wealth. Financial Planning | Investment Management | Risk Management | Cash Management | Get in touch and see if we're a fit.

Financial planning and wealth management are deeply personal. There's no one-size fits all approach, as you can see by some of these questions I've gotten recently: 🤔 Do these assets in trust get a step-up in basis? 🤔 I loaned a family member $30,000 at 3% over a 5 year period. The family member has been making payments for 25 months and wants to pay off the loan now. What's the remaining balance? *numbers changed for privacy purposes. 🤔 What should I be doing with excess company cash? 🤔 I've exhausted my securities based line of credit while waiting for a couple houses to sell. What are my options for generating some additional cash? 🤔 How can I most efficiently give to these 2 charities? 🤔 What are my options for paying for future long-term care needs? 🤔 I've got some company stock as part of a new benefits package. What the heck does this all mean? The questions that come up are unique. The reality is there's no one size fits all answer. That's why we get to know our clients deeply and gather a ton of information up front and as we go along. This helps not only answer questions like these but also be proactive in how we help people try to achieve their goals. Holler if we can ever be helpful.

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