Common Issues

 

The following are examples of common issues that are often shared among wealthy individuals or families.

  • I’ve run a successful business for many years – I recently sold the business, what do I do next?
  • I’m approaching retirement and am afraid I won’t have the time to recover from market declines – How do I generate income and safeguard our lifestyle and financial stability?
  • I know we’ve done a lot of planning over the years, yet it feels fragmented – How do I know if we are doing all we can do to optimize our planning and resources?
  • Are all of our assets working for us – Do we know where everything is, organized in one place?
  • I just don’t understand life insurance – isn’t that just to protect income while working?

The following are examples of additional issues that we like to explore with our clients


 

Neither LEGACYpcs nor Eagle Strategies LLC provides legal or tax advice.