Jill (45) is in the final stages of a divorce. She is a business owner who understands the importance of professional advice. When meeting with Jill, her concerns are:
- College tuition for her two teenagers
- Retirement – She would like to retire at age 60.
- Monetizing her company
- Leaving a legacy for her children
Through comprehensive financial planning – understanding what’s important to Jill, evaluating her complete financial picture, proactively planning for the future, and working with her on business decisions - we got to know Jill and her family, and we were able to help her prepare for her concerns, while also helping her prepare for concerns she didn’t recognize-
- The complexities of health care costs after retirement
- Creating a tax-efficient plan for selling her business by combing our expertise with a Rushton tax professional.
- Connecting with an estate attorney who helped us to complete Jill’s legacy planning
By working through this process with us, Jill is confident in her financial future and her children’s.