))
Selling a Business and Real Estate | Interview with Lori
Manage episode 374906374 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Lori’s husband, Jim, passed away unexpectedly leaving her with a business and several real estate holdings. Through the process of unwinding the business and selling real estate she realized all the things she did not know and learned a lot. The key was having a great team of people to help her, a financial advisor, an accountant, a real estate agent, an attorney, and others were able to help her make decisions and work through the long process.
If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/
This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.
RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.
39 episodes
Share
