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Relationships Matter
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have been in the money management business for over 26 years now. I have cultivated many relationships with clients over that timeframe. I have learned a great deal from these relationships. These are trust relationships, after all my clients are trusting me to help them make the correct investment decisions and guide them through the good times and bad. We have had much more good times over this period than bad when it comes to investing.
concerns. The concerns stem from the fact that the only true heirs after they each pass are nieces and nephews who spend all their money once they get it. I understand the concerns because I have witnessed it before. We cannot take our money with us, but we should make the correct decisions on beneficiaries before we die. One way to control assets from the grave is to create a living trust. Within a trust document you can utilize spendthrift clauses to limit the spending of your heirs. Part of being a Financial Advisor is being able to recognize when certain documents may need to be created to protect assets. Investing is just a small part of my role as Financial Advisor. At Chapman Capital Advisors, we take a wholistic view of our client’s financial situations. We work directly with your accountant and trust attorney to ensure you are not only ready to live, but also prepared when you eventually die. The only two things certain in life is death and taxes. Both of which sound horrible to me.
Money Talks by Jay Chapman, CFP®
Most of the bad times have to do All the opinions expressed with health and family. I recently met in this article are that with one of my first clients and it was of the authors and a nice stroll down memory lane. Her should not be considered and I have been through a great deal financial advice for your together. Betty has become more than individual portfolio. just a client. I truly think of her as part of my extended family. Her husband, If you would like to Bill walked into my office 25 years ago learn more about this and she has been with me ever since. He topic or have your complimentary portfolio passed away in 2006, so she has been on reviewed please contact her own ever since and has depended Jay Chapman, CFP® on me to help her, because her husband at Chapman Bill handled all the financial decisions Capital Advisors for their family. Betty has been a great 772-320-9658 or email advocate for me over the years. She has *Disclaimer :The names in this article have been changed for privacy reasons but the story is real. Jay@ChapmanCapitalAdvisors.com referred both of her sisters as clients and many of her close friends. Her sister Jane passed away a couple of years ago. I visited with Jane the day before she died. It was heart breaking to see her in that state. She had also become part of my extended family. Betty and Jane were very close, so when I was visiting Betty the other day it brought back some good memories of Jane. I Which Investor Are You? know it will not be long before Betty ✓ A Smart Retiree who plans ahead? is gone as well, which was one of the ✓ A Busy Professional with little time? purposes of my visit. Work with a Certified Financial Planner™ Where Experienced Advice Meets Actionable Ideas! Betty wanted to make sure all her beneficiaries were setup the way she THE ANCHOR TO A STABLE FINANCIAL FUTURE wished. There have been some backCall for a Complimentary Consultation Today! and-forth decisions on this, because her only true heir is her sister Paula. 772-320-9658 823 SE Osceola Street, Stuart 34994 Paula is a client as well and has the same www.ChapmanCapitalAdvisors.com
Charting a Course For Your Future
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