Professional Couple Seeking Second Opinion On Investments
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PROFESSIONAL COUPLE SEEKING SECOND OPINION ON INVESTMENTS
A business acquaintance of ours referred this couple to us. They were looking for a second opinion on their investment portfolio and verification of their ability to retire comfortably.
THE SITUATION
- Married couple with 3 adult children
- Founders of a medical center; practicing physicians
- Concerned about financial independence in retirement while maintaining current lifestyle
- Significant future federal estate tax liability coverage
OUR APPROACH
- Planned their cash flow to help verify their level of financial independence for retirement
- Constructed a well-diversified portfolio with exposure to stocks, bonds, alternatives & private equity
- Funded back door Roth IRA contributions
- Worked with the accountant to provide investment portfolio data to help with year-end tax planning
SIGNIFICANT RESULTS
- Increased confidence to retire comfortably
- Well diversified investment portfolio with a plan to fund future estate taxes
- Assets better located and protected from outside risks and taxation
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