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A well established couple in their mid 50’s, Alex and Joanna had postponed starting a family until later in life. Now in the process of adopting their first child, the couple looks forward to an early retirement as the opportunity to stay home to actively raise their new family. With significant savings and a healthy portfolio, Alex and Joanna seek confirmation for their retirement decision. Looking beyond preconceived ideas of retirement and child rearing, KFG may be able to help Alex and Joanna clarify their life goals & plan for their life changing moment.
KFG may offer...
Alex and Joanna a different way to view their next step in life. KFG can show Alex and Joanna that they may not have to relinquish everything as they step into retirement, rather that they may be able to redirect their energy into a new venture that has their professional strengths and personal interest in mind.
KFG can work with Alex and Joanna as they gauge how much time they want to commit to a new venture. Because of their healthy portfolio and the amount of time they want to spend with their family, KFG can help them invest in a business partnership that fits them best. A partnership should be chosen to allow for Alex and Joanna to still apply their professional strengths without compromising their relationship with their new family.
KFG can work closely with Alex and Joanna to identify their goals, so that their professional lives will revolve around what matters most to them, their family. KFG offers our clients the chance to clarify their goals and adjust their financial outlook so that their visions can be reached. |