Case Study 1

Levi: The Whole Picture

Levi, 61, suddenly found himself without an income stream after selling his business. He wanted a financial advisor who could provide him with a comprehensive financial plan for continued income — and give him the WHOLE picture of his finances, investments and taxes and how they could fit with his lifestyle.
Case Studies

  • 1: Levi

  • 2: Abigail

  • 3: Noah

Goals

Levi wanted a genuine, comprehensive financial plan that would take into account his assets, investments, tax implications, and future needs. A typical corporate investment manager wouldn’t cut it. He needed something more personal, a partner who could paint a realistic picture of his financial situation for the next few years.

Challenges

Levi had spoken to several advisors by this time, but he’d left those meetings feeling uncertain. The “whole picture” was still foggy, and depth and clarity to make informed decisions about his finances was important to him.

Approach

Levi discovered the right fit through a recommendation from his sister-in-law, who had a high regard for the advisor’s abilities. What set this firm apart was their commitment to delivering a complete, customized financial plan that went beyond investing.

During their meeting, the financial advisor dove deep into Levi’s background, asking questions to understand his unique situation. He provided comprehensive advice and showed Levi a clear and detailed picture of his finances and options, which included taxes, investments, and how it all fit with his personal lifestyle.

Yungreis Private Wealth - Your investments are only part of your financial life as a whole

Results

Levi now has a well-structured, diversified and tax-efficient financial plan. Levi understands the “whole picture” of where he is financially, and knows that his money is invested according to his priorities.

He and his financial advisor meet regularly to ensure that Levi’s financial plan is adapted to any changes in his life circumstances.

*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 advisor prior to investing.