Broker Check

Retired

Client Centered

Rob has run his own business for 25 years. During that time he and Sam spent many many hours investing back into the company while building their family.

After deciding enough was enough they were fortunate that an employee offered to purchase the business from them.

Now they are two years into the five year buyout plan they created and everything is working smoothly.

However, reality is starting to set in that they are in fact retired and although they have this nice income stream they still understand the need to optimize and get all (of their other) ducks in a row.

Client:

Samantha & Rob

Ages:

63 & 67

Category:

Currently Retired

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