Tax and Investments
Rhett is an executive at an investment bank. He is a key employee and is well remunerated by salary and a complex employee package that includes company shares that vest over timeframes of 3 to 5 years. The business has him regularly travelling the country and internationally, around 150 days a year as his skill set is in huge demand with very long hours. He spends much of his time away from his wife and four children and has plans to retire early. Rhett knew he was busy and had envisaged an early retirement but couldn’t stop long enough to find the time to map out his future – to use the term “time poor” would be an understatement. He was referred to Crystal Wealth Partners and we used enough of his time to get his ideal future plans mapped out with a variety of strategic recommendations:
Rhett’s Specific Needs and Objectives:
The recommendations we provided contained detailed cash flow projections to show that Rhett could retire early and continue to maintain his wealth. As such we:
We showed Rhett that with some re-structuring, careful planning and an active investment management model he could meet his early retirement plans for the family.
Our clients are confident, aspirational forward-thinkers who value financial well being at all life stages.
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