Greystoke Consulting, Inc. |
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iMoney
One survey found that 47% of current retirees had to retire earlier than they expected.1 Some of the best financial concepts are learned in small, bite-size pieces.
Our library of iMoney ideas is built on the concept that short lessons
can teach a lot about personal finance. Click on one of the items below
and watch a quick movie that will show a financial concept.
Click on the iMoney with the
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Greystoke Consulting, Inc., a Registered Investment Advisor, offers the information and calculators in this website to a broad audience who may visit this website at any time. Individual situations and circumstances vary. Be sure to consult your accountant, attorney and/or financial advisor before implementing anything discovered here. The Firm will register in other jurisdictions when required. In general, a registration is required in a state where the Firm: (i) has a place of business; (ii) holds itself out as an investment advisor; (iii) has more than five (5) clients (the statutory minimum varies from state-to-state); or (iv) has IARs with a place of business in that state. The CCO shall ensure that the Firm is at all times properly registered and its IARs are licensed as required by applicable federal and state rules and regulations. |