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Starting Out - Adam

- Age 27, single, software engineer
- Rents a small apartment on the beach with a college roomate
- 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?”

Click on the "PLAY" button to listen to the story.   

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Securities related products and services made available through The Financial Network Group, Ltd. (FNG) are offered by Royal Alliance Associates, Inc. an independent registered broker-dealer, member FINRA, SIPC. Securities are not obligations of, nor guaranteed by General Electric Credit Union, CUSO Corp., and are not insured by any government agency and may involve investment risk including the loss of principal invested. Advisory services are offered through FNG, a Registered Investment Advisor. FNG and the entities listed are not affiliated with Royal Alliance Associates, Inc.


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