Inquiring about wealth mgt. · InvestCEO with Kyle Henris

Inquiring about wealth mgt.

Hi Guys, I was told to copy and paste this here so here goes:

I got a quick question about wealth management:

I’ve been part of the community here for about three years, still grinding through evaluations and working toward my first payout.

I had a family member recently pass away, and it looks like I may receive somewhere between $50,000 and $100,000 within the next month or two. I’m 53, have three young boys, and have dealt with some health and cognitive challenges in recent years.

More than just putting this money away for retirement, I’d like it to enrich my life on a regular basis ideally by generating some monthly income while still being managed responsibly.

Is this something your wealth management group could help me with? If so, what would be the next step?

Thanks,

John

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Inquiring about wealth mgt.