Meet Rachel

Meet Rachel

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

How I Helped:

  • Set up a SIMPLE & SEP IRA for her businesses to allow her to shelter some of her profits and thus potentially lowering her taxable income; this also created a value-add for her employees with an incentive for them to save as well
  • Set up a full financial plan to show her the exact steps to take to pursue her goal of being able to retire in her 50s if she chooses to
  • Developed strategies to take a surplus of cash and invest it for potential growth and also potential tax-free 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.