Challenge: Plenty of Income – No Wealth Plan
A professional couple juggling successful careers and two busy teenage daughters can never can carve out enough time to address their Wealth Management. As the years ticked by, the stress of not having a wealth plan builds.
Their high income allowed for a gorgeous home, great schools and vacations. While they always maxed out their 401k’s and set up college savings accounts there was never a quarterback making the calls.
The Opportunity: Get Organized and Get a Strategy
They are natural delegators looking for a collaborator. Together, we tracked down and rolled over a few old 401k’s and other accounts they had collected over the years. We referred them to a lawyer to update wills and navigated deferred compensation packages. Soon, all the financial pieces were under one login and a net worth statement was built.
Education and perspectives led the conversation. Goals and risk tolerances were uncovered and considered. From there, a customized investment discipline was agreed upon and strategies were implemented.
The Outcome: A Clearer Path
Before working with us, there was no conductor at the helm of the engine pulling them into an empty-nest future. Personal time with their family was the priority – not portfolio construction and long term tax planning. Having the financial part of their lives organized was mission critical and our partnership with them accomplished this.
We believe a client relationship is an on-going conversation
We believe in concise performance reports and clearly stated fees
We believe accountability and responsiveness are the core of great service
Olde Raleigh Financial Group
3110 Edwards Mill Road, Suite 340,
Raleigh, NC 27612
Mon-Fri 8am to 4:30pm
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Advisory Services offered through Olde Raleigh Financial Group, a Member of Advisory Services Network, LLC. Website: http://advservnet.com Phone: 770.352.0449. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. 2701 North Rocky Point Drive, Tampa, FL 33607. Advisory Services Network, LLC and Calton & Associates, Inc. are separate and unrelated entities.
Registered representatives of Calton & Associates, Inc. may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every states.
Fidelity Investments is an independent company, unaffiliated with Old Raleigh Financial Group. Fidelity Investments is a service provider to Advisory Services Network. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Old Raleigh Financial Group and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 866672.1.0