On track for financial independence by age 50
A son of one of our clients graduated from college and was hired as a salesman for a gaming company. It was his first real job and his mother asked us to help him invest and start saving. He inherited a modest sum of money to get started and we helped him invest regularly into a growth stock portfolio. Over time he accumulated enough money by growing his investments to purchase his first home.
He then found the love of his life, got married, and they now have their first child. He started a college fund for their newest addition and grew his money to have a down payment on a new house for his growing family. Because he now has a family to protect, we referred him the right life insurance, and built a nest egg that is on track to allow him to be completely financially independent by age 50.