Our client, a successful entrepreneur who recently sold their business, sought advice to navigate their liquidity event. After devoting decades to building their business and ultimately deciding to sell, they reached out to us in advance for guidance. By engaging with our team, we were able to provide them with comprehensive assistance on all aspects of the transaction. The objective was to create a plan for retirement, and make a positive impact through charitable contributions, while minimizing tax implications for today and estate taxes for the future.
Our clients, a young and ambitious family, sought the guidance our team to help plan for their long-term financial security. With dreams of providing their children with a solid education, ensuring a comfortable retirement, and protecting their family's financial well-being, they recognized the need for expert advice in managing their finances effectively.
Our 55-year-old couple, two individuals each with successful careers and a desire to retire comfortably, had neglected to previously organize and plan for retirement. They were referred to us for guidance on identifying when they can retire while also balancing their investment goals and cash flow needs.