FINANCIAL PLANNER FOR CEO'S & BUSINESS OWNERS | Free Financial Plan | Non-Qualified Plan Expertise
Financial Services - Tampa, Florida, United States
FINANCIAL PLANNER FOR CEO'S & BUSINESS OWNERS | Free Financial Plan | Non-Qualified Plan Expertise Employees
FINANCIAL PLANNER FOR CEO'S & BUSINESS OWNERS | Free Financial Plan | Non-Qualified Plan Expertise Details
➤ 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆: Business Owner Client age 62 believed they had to work till age 70 to retire successfully.➤𝗢𝘂𝗿 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆:Experience the wealth planning process we offer to review & analyze their entire financial picture to include, estate planning, income planning, social security optimization strategy, and asset risk management of investments. The financial plan will provide clarity of where they are today as well as a roadmap to retire successfully without worry.➤𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁:The client was able to retire at age 62 instead of age 70 with a high 90% probability of success due to the following strategies implemented:• With the alliance partnership of an Estate Planning Attorney implemented Estate Planning Documents to address incapacity and legacy planning. Established Powers of Attorney, Health Care Directives, and a Trust and Pour-Over Will document.• 100% of clients Essential Expenses Guaranteed for Life by complementing the clients Social Security payments with a Guaranteed Life Time Income Annuity income stream for both spouses.• Opened & Funded a Non-Qualified Retirement Plan to complement the Qualified Retirement Plan to reduce Taxable Income and save more for retirement.• Provide the client with the optimal Social Security strategy.• Aligned the client's investment portfolio with the appropriate risk profile. To include traditional asset classes of stocks, bonds, cash but also with alternative asset classes such as Real Estate, Long/Short Funds, Private Equity, Gold, Farmland & Timber to mitigate downside risk.
