No longer needs to work for income, college funded for two children
A couple came to us with a recent inheritance and goals for their future. After developing their plan, we rearranged their investment strategy to provide income that they needed so the wife could leave her job as a nurse. Her dreams of being able to focus on home and family have been realized and they have sent both children to private universities.
They had more dreams and wanted to purchase a new house, so we helped them evaluate selling their old house and buying a new one. We brought in a mortgage expert and optimized their financing to lower costs and referred estate planning attorneys to set up a trust and wills for their estate.
We also brought in experts to assess their insurance to make sure they had adequate coverage that was reasonably priced. Now their future is secure, and they are enjoying their financial freedom.