Managing Retirement Fund | Ramblings of an e-trader

Friday, 1 July 2011

Managing Retirement Fund

A friend will have access to his retirement fund at the end of this year. It's quite a sum of money since he held a high paying job before his retirement. He said that because it is a lump sum of money, he would consult with a wealth management group to see what the best way to grow his money, his new wealth.

I read about a Missoula, MT wealth management group earlier which I am sure would be able to give him the advice he needs. This is an established company; when it comes to wealth management, we definitely don't feel as secure going with a new company, right?


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