College Countdown:  6 Month Financial Prep Calendar

    Our Perspective
    | June 26, 2018

    As seen in Neighborhood SEEN

    For many families, including my own, the college countdown is heating up, and all kinds of preparations are underway for this major, life-changing milestone. Our twins, Katie and Joey, will be graduating and heading off to college in a matter of months. As a wealth advisor for the last 24 years, I’ve made recommendations to hundreds of clients about what to do during this pivotal time. Now, it’s our turn — and maybe your turn, too.

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    Lyle Wolberg

    Lyle is one of the founding Partners of Telemus and is responsible for working with some of the firm’s largest relationships. As a former Financial Advisor at Merrill Lynch and Senior Vice President–Investments at UBS Financial Services, Lyle has more than 30 years of industry experience across all facets of financial wealth planning and investment management.

    Lyle Wolberg lwolberg@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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