Wake-Up-Call Real Stories
Cyndie is a world-class soccer player who has made a nice living playing professional soccer in America and has made substantial monies from her professional endorsements. Her career is drawing to a close and she realizes that she hasn’t taken the time to plan for the future.
Cyndie is not sure what she will do as time goes on but she certainly has interests in a number of charities and would like somehow to be involved in supporting and growing these charities.
A Concentrix Wealth Advisor can help Cyndie structure a charitable annuity trust, linked to a family foundation which will help her to secure tax advantages, a stream of income for the remainder of her life, a foundation in her name that can support whatever charities she truly believes in and an on-going purpose in a career that will satisfy her deeper needs.
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