Success Stories- Shari & Lee

Peak Earning Years, Financial-Independence Planning

Main Needs:

Reduce taxes, optimize investments, and see when they might achieve financial independence.

The Challenge:

Shari and Lee are earning a high income but want to optimize their investments and possibly explore an early work-optional life. They also would like better optimized investments than they presently have with their institutional advisor, along with a strategy for reducing taxes.

Their CPA suggested they look for a Fee-Only advisor with no corporate incentives, who could provide them with a comprehensive retirement plan that also included long-term tax planning.

The Results:

Being an intentionally small firm, we were able to juggle our schedules to meet with them three times before the end of the calendar year to run an analysis of their finances and start implementing several tax reduction strategies.  Through a comprehensive approach, they now have:

• A much better diversified, optimized investment portfolio
• Long-term tax strategies to significantly reduce their lifetime tax burden.
• Tax-efficient planning for their pre-IPO stock options
• Charitable contributions… also leave a legacy for their community
• A comprehensive financial independence plan that will let them life the lifestyle they want.

Shari and Lee are now on track to reach a work-optional time in their life only a few years from now with a considerable life-time savings that should also provide a great family legacy.  Perhaps more importantly, they tell us, they really appreciate our holistic approach that has greatly simplified their financial lives and eased their minds.