Case Study: EASING A CLIENT'S CONCERNS DURING A PERIOD OF TRANSITION

Case Study: EASING A CLIENT'S CONCERNS DURING A PERIOD OF TRANSITION
The Challenge

We were introduced to a potential client by a local CPA. This woman, in her mid-forties, is a successful business professional and inherited a significant sum of assets from a family member. These assets were spread out across twelve different accounts (real estate, brokerage, life insurance, annuities…) and the client was overwhelmed with...

Case Study: GOING ABOVE AND BEYOND FOR A CLIENT THAT FACED A TOUGH REALITY

Case Study: GOING ABOVE AND BEYOND FOR A CLIENT THAT FACED A TOUGH REALITY
The Challenge

We were introduced to a potential client by a local attorney. This woman, in her late 50s, had recently lost her husband to an unexpected illness. She was frightened and concerned, having let her husband always take care of the financial affairs for the family and him being the higher earner of the two. He had acquired some retirement and real estate assets totaling just over $1million, but...

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