Broker Check

Meet Wes & Sue   

  • Both are 51 years old running two successful businesses
  • Has more money than they do time, but doesn’t know how to direct those dollars effectively
  • Married with two kids and desire to get them set up for financial success as well

How I Helped:

  • Set up a SIMPLE & SEP IRA for their businesses to shelter some of the profits and thus potentially lowering taxable income; this also created a value-add for employees with an incentive for them to save as well
  • Designed and created a comprehensive financial plan to show the exact steps to take to pursue the goal of being able to retire early. 
  • Developed strategies to take a portion of surplus cash and invest to generate income to help fund other ventures.


*This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.