A recently retired engineer worried their savings might not last through retirement while still wanting to help grandchildren with education costs. We built a plan combining guaranteed income streams with carefully managed growth investments, ensuring comfort throughout retirement while preserving a legacy fund for future generations.
A family running a manufacturing business needed help passing the company to the next generation. They worried about figuring out what the business was worth, reducing taxes when transferring ownership, and making sure everyone in the family would be financially secure. We created a step-by-step plan that helped the business change hands smoothly, kept family relationships strong, preserved the company's value, and reduced their tax bill.
After selling their retail business, this person needed to transform their money from being all tied up in one company to being spread across different investments that could provide regular income. We helped create a balanced mix of investments designed to both grow their money over time and provide steady income for their needs.
Former Business Owner in the Retail Sector
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