Building Success

You define success. We help you get today right. Our experience has shown us that when our clients have more confidence about tomorrow’s possibilities they do a better job of enjoying today.

Retired Executive with Concentrated Position

A Senior Executive retired after decades with one company and a net worth in excess of $17 million — 90% of his net worth was in company stock.

– Disciplined Sell Strategy, Minimize Taxes, NUA, and Charitable Gifting

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Couple Considering Retirement – 2008 Recession

A Senior Executive with a fortune 500 company is in the process of determining a specific date to retire.

– Early retirement, SOJOURN wealth planning, and income protection

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Estate Planning Review

A retired couple needing an estate plan review

– Planning for incapacity, protecting inheritance from divorce, and asset protection

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Owner Planning to Sell the Business

Current client of the firm was entertaining an offer to sell his business.

– SOJOURN wealth planning, timing of business sale, and sale price impact

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Tax Analysis

A married couple needed to create cash from their taxable account as they were dramatically over exposed to equities based on near term cash needs to recent life changes. A tax analysis needed to be done to determine the capital gains impact.

– Tax planning clarity, Roth conversions, charitable goals, and larger tax refund

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.