Who’s the beneficiary on your accounts? If you haven’t updated them in a while, if something happens to you, your money may not go where you want.
Who’s Your Beneficiary? (VIDEO)
About the Author: Marcelo Perez
Give us a call today at 1-888-777-0970 or via email at email@example.com and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today. Marcelo is the Head of Operations at Alhambra Investments, an SEC-registered Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios.