Success stories

Financial Modeling & Legacy Planning

The Challenge

Bruce and Margaret are a married couple with two adult children, looking to organize their financial affairs following their retirement from executive positions at a large technology firm.

The Goal

Success in their professional lives was predicated on their ability to establish goals and diligently drive results that supported these objectives. They hoped that their personal lives could be similarly organized.

The Solution

After modeling their financial future using Summitry’s planning software, we introduced Bruce and Margaret to key legal and tax professionals who updated their estate plan, ensuring their wishes would be carried out. Then, they set up an Irrevocable Life Insurance Trust to provide estate liquidity upon death, organized family meetings to educate the children on financial matters and succession, and managed the accumulated wealth in portfolios designed to replace their employment income with investment income in retirement. Bruce and Margaret rest easy that their disciplined approach to organizing and overseeing their legacy, as well as managing their assets, will provide financial security for the next generations of their family.

Next up:

Income & Managed Overlay Strategies

*Actual client situation with the names changed for privacy. Please see disclaimer below.

This case study contains an actual client situation with the names changed in which Summitry has provided financial planning advice. There is no guarantee that similar results will be achieved for other financial planning clients. It is unknown if the clients on which this case study is based approved or disapproved of Summitry's services. Summitry's advice is based each client's specific situation and contains multiple factors. Summitry may make recommendations to one client that may differ from the advice given to another client.

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Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Aaron Szager

Advisor Group Manager