Private equity, real estate and crypto are coming to retirement accounts. Here is how to decide if they belong in yours.
Linder Financial Services is a DBA of Thayer Partners, LLC, a boutique wealth management firm providing financial planning, tax planning, investment management, and estate planning advice for individuals and families.
Linder Financial Services is a DBA of Thayer Partners, LLC, a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Thayer Partners and Linder Financial Services is also available on the SEC’s website at www.adviserinfo.sec.gov.
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lori@linderfinancial.com
Linder Financial Services
308 Maxwell Rd Suite 300
Alpharetta, GA 30009
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