Ask Us Anything
We're often asked to be an added resource for their family and friends. Our answer is always a YES! We will always take the time to talk and help answer ANY financial question that’s on their mind. Therefore, we are offering Ask Us Anything Sessions, which are simply 20-minute phone conversations to help answer ANY question they have.
There are so many to list, but here are a few items we have covered in the past:
-How do I know if I am on track for retirement?
-How do I sell my business for the highest value?
-When should I start taking Social Security?
-How do advisor’s charge fees?
-Should I make any changes to my investment accounts?
-Can I utilize alternative investments? Are they right for me?
Whether your friends, family, or colleagues know what they want to focus on or they don’t know what they don’t know, you can give them access to us and our expertise in the form of a 20-minute Ask Anything Session. There is no such thing as a stupid question!
Feel free to fill out the form below or reach out to Andrew/Ann directly to set up a 20 minute call.
Andrew - Aseiler@rwbaird.com 952-249-7646
Ann - ATreml-Olson@rwbaird.com 952-838-8078