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Starting Out - Adam
Starting Out - Adam
  • Age 27, single, software engineer
  • Rents a small apartment on the beach with a college roommate
  • 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?"

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. United Wealth Management is a trade name of United Bank. Infinex and United Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.