Warning signs flash in most advisors' eyes when retired clients enter their office with visions of creating extra income streams from real estate ventures.
“Plenty want to walk into that trap. We do not indulge them,” says Lynn McIntire, principal of Cadent Capital in Dallas, an independent affiliate of Raymond James Financial Services. If prospective clients “are not open to discuss the traps that are inherent about that then we never invite them to be a client,” she says.
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