The ongoing planning process has influenced decisions to pursue the next real estate venture, join a country club, buy a new car, send a child to private school…

A successful executive with a young family receives high earned income, significant lump sum payments from royalty income, and growing interests in real estate investments.

When things became complex in her financial life, she turned to TrustCore for guidance. Early on we established financial strategies to minimize taxes and take advantage of investment opportunities in both the capital markets and real estate.

We consolidated retirement and investment accounts and made appropriate investments.

TrustCore ensured the young family was protected with adequate personal insurance, reviewing existing liability, home, auto, life, and disability policies in detail. Some policies were replaced and some remained in place.

Loans were consolidated and paid off where appropriate.

Estate Planning documents were created and coordinated with insurance and retirement plans.

In the planner-client relationship, the client discusses all 360 degrees of a challenge or opportunity to determine the best fit for their family’s personal well-being. The ongoing planning process has influenced decisions to pursue the next real estate venture, join a country club, buy a new car, send a child to private school, or make retirement contributions for a secure future.

Through quality financial planning conversations and actions, not only does the client have greater fun and quality of life, but also more peace of mind than before.