Your Financial Advisor will Provide you with an Overview of your Financial Picture
Your Portfolio should also include your Jewelry Assets
Usually, when people seek advice from a Financial Advisor, it is so they can make a sound financial plan for the future. It is common for the advisor to take an "inventory" of your assets. Usually these assets would include IRA's, Stock and Bonds, Retirement Accounts, Pensions and Savings.
It is important to include your jewelry as an asset when you have this discussion with your advisor. Fine quality jewelry does appreciate over time and if well-maintained, can be used as part of your asset base if desired. Many people decide to leave their treasured jewelry to loved ones, others sell the items if they don't have family. Sometimes, jewelry is donated to a favorite charity, like a university, to help fund scholarships.
We always suggest that you have a current inventory of the quality jewelry that you own. It is an invaluable resource in the case of a loss or to aid in decision-making if the time comes that disposal of your jewelry is needed, by yourself or a family member.
Ask your financial advisor for some assistance with incorporating your jewelry assets into your overall financial picture.
"I have been a financial advisor for over 20 years, working in the banking industry. After working with you on my KeepSafe Jewelry Portfolio, I am going to add an additional piece of advice to my customers, "Have your jewelry inventoried"! As a person who has sustained a loss, this has been an eye opening experience for me. Not only did I learn about the current values of my pieces, I now have a complete book that in the event of a loss, I can give to police and/or insurance representatives to help in recovery or replacement." Jacki Leonard, Regions Bank |