Smarter Inheritance Investing by Botsford Financial Group

While the prospect of “coming into money” may seem glamorous, the process for managing an inheritance can be quite overwhelming.  Recipients of an inheritance are tasked with understanding the options they have to protect and grow their newfound wealth.   Therefore, when receiving a large sum of money, it is vital to enlist professional guidance to set goals and objectives and put a plan in place.   Our team can help you:

  • Design a financial blueprint based on your needs and values
  • Calculate an allowance and a paycheck
  • Develop appropriate inheritance investing based on your risk tolerance and lifestyle choices
  • Plan for the unexpected

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