A recently retired couple had a multitude of planning issues, financial, estate and tax. They had previously been ‘managing’ on their own without much success; they finally sought help from us with their initial focus on investment management. Working through our discovery process we quickly...
We were introduced by an existing client to a couple in their mid-60s who felt they needed more guidance and discipline when it came to their investment strategy. The uniqueness of their situation was that their personal income statement and balance sheet were tied to the family business that...
A recently retired same-sex couple wondered if they should get married, considering the 2013 changes in the Federal law (repeal of portions of DOMA). While they were comfortable knowing they could retire, they were unsure of the impact of marriage on their financial situation. Goals Get Married...
A recent widow wonders how to find financial peace of mind. The Challenge: Can this widow find financial peace of mind after a tragedy? Scenario: A recent widow, Jane had several questions and a lot of anxiety about her new financial situation. She was referred to FBB Capital Partners by a friend...
Successful entrepreneur partners with FBB Capital Partners to enhance business continuity plan. The Challenge: How does a business owner plan for the unknown? Scenario: Nathan, a middle-aged entrepreneur who had successfully built his company into a leading technology service provider, was at a...
Couple wonders if they can afford to retire. The Challenge: Can this couple afford to retire? Scenario: Camille and Ben, both in their late 50’s wanted to retire in three years but found themselves asking a very simple question, “Can we afford this?” Like many FBB clients, the couple had...