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Emily

AGE: 55

OCCUPATION: Business Owner

FINANCIAL GOALS:

Optimize investments, minimize taxes, and plan for eventual business succession.

Case Studies

01

Estate Planning for a Retired Couple

02

Income Planning for a Soon-to-Be Retiree

03

Investment & Tax Strategy for a High Net Worth Individual

Scenario:

Emily has built a successful business and a strong investment portfolio. However, she’s paying high taxes and wants to create a more efficient strategy to preserve and grow her wealth.

Denali Financial Group’s Approach:

  • Investment Strategy: Adjust her portfolio to align with tax-efficient investments and income needs.
  • Tax Planning: Implement strategies such as Roth conversions, tax-loss harvesting, and strategic charitable giving to reduce her taxable income.
  • Business Succession Planning: Develop a long-term plan for transferring her business, either to family members or through a sale, while minimizing tax impact.

Outcome:

Emily now has a tax-efficient investment and succession plan, allowing her to focus on growing her wealth while securing a financial future for herself and her heirs.