My investment journey with Laidlaw & Company began with a small check and no purpose whatsoever. I was unsure of the path I wanted to take, and I required quite a lot of guidance in saving money for the future. This article explains how Laidlaw created an investment plan that is appropriate for my financial situation.
#1: I Spoke With Laidlaw About My Goals
It was quite a nice feeling to speak with Laidlaw about my future goals. I know when I want to retire, and I know what I want to do when I retire. I shared simple dates and goals with James Ahern and Matthew Eitner in a phone call, and I was immediately transferred to a broker who has the same goals. We chatted for over an hour about how our investment were so similar.
#2: I Am Investing Slowly
I am investing slowly with the Laidlaw staff on a monthly basis, and I have increased my contribution every month based on my broker’s advice. I have spent quite a lot of time with my broker talking about these issues, and it helps me learn how much I must place in the account given our plan. I have the schedule written on my desk calendar for future reference.
#3: Laidlaw Kindly Reports To Me
Laidlaw has kindly reported to me when I need an update on my investments, and I may see every place where my money resides. There are quite a few places where I have my money invested, and it feels good to see the results of hard work I did with my broker. I can see our teamwork taking shape.
Laidlaw & Company has created an investment fiend with their careful customer service. They have made me more interested than ever in investing, planning for the future and saving for my dreams.