Ken is a business owner who puts in 75 hours a week building his successful advertising agency. Ken believes that working hard and reinvesting in his business will allow him to retire successfully at some point in the future. However, Ken has not taken the time to successfully structure an encompassing financial plan that will allow him to enjoy the fruits of his labor.
Unfortunately, Ken has a heart attack and not only faces the inability to manage his company but the need to replace his daily activities and pay an additional salary. Most importantly, he cannot find somebody who will generate the same passion and efforts unless they are given ownership in the business.
A Concentrix Wealth Advisor would have helped Ken establish a diversified asset and disability income strategy that would have protected him, his income, his business and his future, if they had only done it in time.
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