Increased net wealth and saved the tax over certain period
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Case Study
Helped a widowed to take a careful step on financial decisions
Key Problems
- Sudden position to manage their investment portfolio.
- Serious missteps could put her financial future in jeopardy.
Our Approach
The sudden death of her husband pushes her into the role of a financial decision maker. She’s now expected to make decisions about company stock options. To add, she has to manage their investment portfolio, and the college savings accounts for their college-age children. Our approach to solving her problem is:
- Rebuilding the investment portfolios from an aggressive growth portfolio into one better designed.
- Research the market to manage the company stock option.
- Train her children to qualify for financial aid and scholarships that they previously were ineligible for.
Strategy & Execution
- Assisting her in making sound financial decisions and stress-testing the financial scenarios she can choose will provide her with confidence.
- Provide the financial legacy for her and the envisioned for their children.
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