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Case Study 1

Business Owners John and Denise

John and Denise opened their business many years ago providing pips and assorted product to the industrial sector, primarily to the poultry business.

Throughout the years John and Denise bought real estate, buildings and equipment for the business, developed the administrative and operational systems required to run it and developed the warehouse, sales and operational staff to help them run it.

One of their desires and very long term goals, if the “right” conditions developed was to transfer the business to their son and daughter. The primary concern for John and Denise early on in our relationship was to create a path towards retirement.

Our Approach: As CERTIFIED FINANCIAL PLANNER™ professionals our approach is family centric. We spent a considerable amount of time trying to understand the whole family picture first and prioritizing needs and goals second.

We quickly determined that the family’s needs and goals were inseparable from many of the business needs. It makes sense, for example, that in order to reach retirement age with the resources to retire that a savings plan had to exist. Or that the risks of a key business person passing would greatly affect the future of the company. Or that ultimately the business would be transferred through a sale to the kids or an outside buyer.

We began by identifying and quantifying their goals; we quickly discovered as we gathered detailed financial information, that John and Denise had a significant estate tax liability. We found out that there was a desire to help their grandchildren with college expenses and a desire to help their children in their everyday lives. And there was a desire to leave a significant legacy to their loved ones as well as to fulfill philanthropic needs in the community.

This wealth management case study is a hypothetical demonstration of our financial planning process and is for illustrative purposes only. It is not intended to infer any particular client outcome.

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