The Obstacle:
Pete works for a large tech firm and has risen through the ranks to become a team leader. He is now earning more than he ever imagined, but that has also created a lot of questions that he doesn’t have time to answer without some help.
WSF Guidance & Results:
Pete was looking for a financial team to help evaluate complex options and guide his financial journey so he could maximize his financial life now and in the future. He wanted to ensure that:
He could live a great life now and decades from now
He could leave a legacy for his children and grandchildren and possibly create generational wealth
He minimized taxes now and planned for future, tax efficient income
His savings and risk strategy were fine tuned to fit his current income
Pete worked with WSF to build a comprehensive plan and implement a revised savings and risk plan.
The Plan:
Implement risk management strategies for 401k and other assets
Have annual planning meeting in coordination with CPA to determine Roth contributions and other tax savings strategies
Maximize after-tax investments to plan for future tax efficient income
Ensure proper insurance coverages for catastrophic events
Have annual meeting to review company stock options and maximize other potential employee benefits
Review and update Estate Planning documents to provide for future goals and family legacy