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What Should He Do? Meet Frank the Real Estate Owner

 

Have you ever been stumped by specific questions about your finances? Do you wonder if anyone else has dealt with the same issues and are curious about what solutions brought them success? I’d like to take some time to show you a few examples of issues our clients may have faced in the hopes that you will be able to apply the knowledge and principles from their circumstances to your personal financial situation. Today, I’m going to introduce to Frank and his questions, and later in another post, we will look at the options available to him.  

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We are all so busy these days that even carving out time in our day to schedule necessary appointments can fall down the priority list. But your financial life can’t be ignored. At Montag Private Wealth, we want to do everything in our power to make things as simple and convenient for you so that you can rest easy, knowing that your finances are taken care of and on the right track.

 

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How to Find Out the Fees You're Paying (Without Having to Ask Your Advisor)

 

Talking about money can be an uncomfortable topic. It’s likely one of the reasons why money management fees are one of the biggest things investors are rarely aware of. Yet it’s important to know because the fees you’re paying to have your money managed impact your investments’ net performance.

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What We Do and How We Can Help

 

For many people, it’s hard to find the time, resources, and expertise to confidently build, manage, and protect their wealth. It can be even more difficult to know how to integrate personal values, family needs, and business finances into a well-thought-out financial plan. At Montag Private Wealth, what matters most is your story, your goals, and your needs. While we love to share our passion, provide financial education, and create plans for your financial future, our top priority is to listen to you carefully. To us, you are not just another client. You are our client, and we care.

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