Wealth Management
Wealth management is can be classified in two ways for me.
Being that of all wealth including retirement accounts which is a very common practice at David Dick Financial.
Is the wealth accumulation through separate investment accounts that are known as “Non-Qualified accounts.”
Non-Qualified accounts are the way we increase our wealth by having an investment account that allows access pre-retirement age.
These types of investments are fantastic to those who would like to invest money giving it a chance to increase in value, but still would like the option to withdraw if ever needed without a penalty.
These types of accounts are great for 5 plus year goals to make large purchases or simply grow one’s wealth.
