Financial Planning Case Study

Financial Planning Case Study

Situation/Overview:

  • Husband and Wife age 50 and 52 (Business Owner)

  • Personal Bankruptcy at age 50 and no savings

  • No savings or investment strategy

  • Significants losses to carry forward each tax year

  • No insurance coverage

  • Lost a great deal of money on a poorly structured life insurance product

Solution/Outcome:

  • Hired USAAM

  • Client began saving aggressively towards several short and long term goals

  • Implemented investment allocation based on their goals and risk tolerace

  • Purchased the necessary amount of Life, Disability, and Long Term Care insurance

  • Maximizing income by budgeting, paying off debt obligations and increasing savings 

  • On track to retire a few years before their intended date

 
 

Find out how our clients have benefited from our Investment Planning

USA Asset Management is happy to provide a free, no-obligation second opinion on your financial situation. The process is simple, just give us a call at 888-872-8898.

 

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