Kiwanians hear investment advice from Capital City rep

Published: Monday, April 22, 2013 at 11:36 AM.

A lot of what they do is managing assets, property and estates so that in the event that someone should pass away their estate would be managed the way they wished.

“Some want certain amounts to go to some people and not others or to a charitable organization of their choice, such as the Kiwanis Club,” said Bowersox. “Others don’t want the lump sum to go to their heirs, so it would be divided into monthly payments or is invested into education. There’s a large variety of ways your assets and estate can be secure and executed the way you wish even after your passing.”

He said a contributing factor to their company is that they are close, located in Tallahassee.

“We’re not in Wall Street or Orlando, we’re in Tallahassee, right next door,” said Bowersox. “We feed your animals and maintain your property while you’re away. The highlight is that we go beyond asset management.”



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