Their story, your inspiration
Inspiring Families
Vision
After decades of building a successful career and saving
for the future, this oil company executive and his wife knew it made financial
sense to
take advantage of his employer’s early retirement offer. A well-funded IRA, 25
years of vested stock options and an impressive pension plan would make their
future
secure. But they knew there was much more than money to consider.
Map It Out
Focus
This happily married couple weathered the ups and downs
of building their successful manufacturing business, always agreeing on when to
spend on
luxuries and when to save for the future. Now their son wanted to take over the
business and for the first time, conversations that were once harmonic were
becoming
discordant.
Pass the Mantle
Clarity
With $3 million in investable assets and a total net
worth of $5 million, this grieving widow knew she’d be “well off” but she had no
idea how to
manage the wealth without her husband’s help. To make matters worse, her current
financial advisor seemed condescending and dismissive of the widow’s questions
and
concerns.
Understand Good Advice
Confidence
Separating assets was the last thing on this woman’s mind
when she learned of her husband’s affair. When divorce became the path forward,
the
soon-to-be ex-wife knew her number one priority was her children. She had to
move through her own anger and grief to forge their shared future.
Start a New Chapter
Strategy
A couple’s financial picture grew more complex over the
years. Career advancement led to more nuanced compensation and options
arrangements. But it
was inherited wealth from the wife’s father-in-law that could, if handled
wisely, change their lives forever.
Protect Your Wealth
This is a fictional situation. Neither the investors nor the advisor are real. The description of
independent registered investment advisors is for general information purposes only and does
not necessarily reflect the services offered by any particular advisor. Advisors’ services,
investment strategies and conditions for accepting accounts may vary.
