Can RF&L Wealth Management work with either cash or current holdings?
Yes. Whether you have available cash, you plan to sell current holdings or you plan to transfer holdings in kind (without selling them), RF&L Wealth Management will prepare the paperwork required to make it all happen. Whether your goal is to transition from current holdings into target holdings immediately or gradually, our goal is to recommend and implement an approach with which you are comfortable, to ensure that you have the confidence needed to remain adherent to your plans over the long run. Return to F.A.Q.
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