Tricia is a local musician. Tricia had a one-hit record many years ago and due to the success of that record, has been able to continually work in and around the region for many years. However, like most average entertainers, Tricia has to have a constant series of gigs to be able to sustain herself. There are no large paydays for her.
Tricia’s days are very busy – practicing with her band, booking jobs, setting up performances – that she has very little time to pay attention to her financial needs. As a result, Tricia has been unable to successfully put away and manage monies that she will need when she becomes too old or unable to perform.
A Concentrix Wealth Advisor will perform for Tricia in this area. A brief meeting will allow Tricia to successfully establish the financial structure that she needs to protect herself and her family from financial disaster should she become disabled, should she be forced to stop performing, or face the inevitable of fewer and fewer opportunities as time goes on.
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