Roshan Weeramantry Shared His Thoughts on How Our Clients' Home Values Are Incorporated in the Overall Financial Picture
Roshan Weeramantry had the chance to speak with Investment News and was featured in the article in the link below. The article is called Home is Where the Wealth is: Advisors Discuss Home Prices and Financial Planning:
Roshan was quoted saying:
Similarly, Roshan Weeramantry, partner at Helium Advisors, always incorporates a client’s home value into a financial plan. In his view, it’s important that clients understand their own “bigger picture” so they understand all the options they have as they think through retirement and passing assets to the next generation. “Many of our clients are based in California and the largest asset they have is their home,” said Weeramantry. “To help our clients think through different retirement possibilities we like to walk through ‘what-ifs’ to show them the impact of downsizing to a smaller home and potentially using the difference to supplement retirement income.”
Read the full article here:
