Wake-Up-Call Real Stories
Fred is a professional baseball player who spends 80 days a year on the road, during the season and 3 months in the off-season at spring training. Fred is a young single athlete who is used to the adulation of many fans. Because Fred is young, he doesn’t pay much attention to the realities of professional plaintiffs – people who track athletes and look for ways and reasons to sue them.
Fred, unfortunately, is sitting in a bar one evening when somebody starts an argument with him and unexpectedly a fight breaks out. Within a short period of time, Fred is sued for millions of dollars. Fred’s assets are widely exposed to a large settlement.
A Concentrix Wealth Advisor would have structured Fred’s portfolio so that much of his assets would have been protected from frivolous lawsuits and professional plaintiffs.
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