"The only stupid question is the question that is never asked." *
How hard is it to make a change from my current investment manager? Relatively easy. The hardest part is the time-consuming aspect of meeting with several investment managers in order to give you the basis for making a sound financial decision.
Can Twinbridge Financial help us increase the cash flow from our portfolio? Twinbridge has a stable of financial managers who evaluate portfolios and make suggestions on how to generate more cash flow.
Do I have to pay additional fees to change to a new financial manager? Generally there are no fees imposed on you especially if the account is transferred "in kind" or if it is a cash account. With electronic transfer, the process should be seamless for you.
Am I able to move my trust to another financial institution? The ability to move a trust is determined mainly by the terminology that was used in the original document. Call Twinbridge to have your trust evaluated for its portability. There is no fee for this service.
Why should I partner with Twinbridge Financial? Who wouldn't benefit from a second set of eyes reviewing their portfolio, estate planning documents, tracking performance and paying attention to tax ramifications - all at no cost!