Patty is a young widow whose husband passed away in a car accident two years ago. Patty inherited $750,000 from an insurance settlement. She has four children about to go to college and is overwhelmed by the perplexities of her investments. Family and friends advised her to put the monies into CDs and other highly-liquid but low-yielding vehicles.
A Concentrix Wealth Advisor would have done a complete analysis to include an asset allocation analysis, fundamental insurance protection analysis, retirement capital needs analysis and a strategy for passing her assets successfully to her children in the case of her untimely demise.
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