Starting Out - Adam
- Age 27, single, software engineer
- Rents a small apartment on the beach with a college roommate
- Helps at the local gym where he teaches swimming
- Plans to marry and have a family someday
One day Adam's landlord, John Watkins, called with an investment opportunity. He explained that he was selling the apartment complex where Adam lived. However, Adam didn't necessarily have to move: the new owner was converting the apartments to condos, and offering them to current tenants at 25% below market price. "That's a great deal, Adam!" said Watkins. Adam hung up the phone feeling excited. "Wouldn't that be great!" he said to his roommate Barry. "I love living near the beach, and I'm sick of throwing money at rent. And I could make money someday by renting it out myself". "Yeah, but Adam," said Barry, "how are you going to pay for it?"
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.