Client Bio and Overview
Jacqueline is based in New York. She is employed by a Fortune 500, biopharmaceutical company.
She wanted to learn how to invest in the stock market with her son, and be able to build generational wealth.
Solution that We Used to Solve the Scenario:
- Able to buy, sell, and hold stock.
- Able to evaluate stock using its financials.
- Able to buy, sell, or hold based on various scenarios that can arise while investing.
I’m happy that my son and I will be able to discuss stock market investments with one another. My new found knowledge will boost my retirement account; and the sky is the limit for my son, since he has at least 40 years to invest for retirement.
Are you seeking to get Investor Ready and build your retirement profile?