Client Results

Exit Plan

A client’s business was losing about $20,000 a month, his accountant was telling him to get rid of it asap, yet he was having trouble finding a buyer. We helped him find a way out.

Finding More Retirement Income

A retired client needed to squeeze more income out of his portfolio of inherited low-basis stock. By digging deeper into the client’s goals and vision for his money, we were able to increase his income without incurring capital gains taxes when we sold the low-basis stock.