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1180 Columbia Street W, 201F
Having peace of mind with their finances is a top priority for our clients.
We help them achieve that.
1) A recent widow, this client sold the family ranch for $3 million. She had desires of using this money to build a house, help her children, give to charities, and drawing an income for living expenses with the rest. Our team developed a financial plan which included her estate goals and investment needs. We allocated funds to professional money managers to provide the required income.
2) A couple in their fifties came to us after he recently retired from an executive position with a publicly traded company. In addition to existing retirement savings, they had stock options valued at over $1 million. Their goals were to buy a boat and spend half the year traveling. They also wanted to ensure their estate was in order as they had neglected their affairs in the past. Our team developed a strategy which included exercising the stock options and reallocating assets in a way to meet their income needs. We also completed a risk assessment and developed an estate plan including an up to date will.