Capital Preservation & Growth

John B.

John built and sold his company 20 years ago. He has two children from his current marriage, and three adult children from his first marriage.

Goal

Having spent a lifetime working hard and taking risks to build and sell his business, John was clear that he didn’t want to go back to working as hard as he once had. He was looking for security in his financial life, but also needed results that would allow him to maintain his lifestyle. This was not something he felt he could accomplish by himself.

Challenges

John and his wife read a lot about what is happening in the financial and geopolitical realms, and felt that merely bouncing around with the markets would be a losing strategy.

Additionally, John felt strongly that if he were to manage his own assets, he would lose his savings and end up having to go back to work. He took no joy in managing his own funds, so he did not see that as a viable strategy.

John was clear that he needed to find a capable investment manager.

Unfortunately, John encountered one bad experience after another. Even professionals that came highly recommended ended up disappointing him. His experience was that they would make big promises, take his money, and not do anything with it.

After several experiences like that, John started to feel like the entire industry was a farce. He just could not find the help he was looking for.

Approach

After many failed attempts at trying to find a financial partner who could help, John finally found what he was looking for. This team listened and understood his main desire of wanting to secure his finances and keep his lifestyle. They designed and put into place a plan structured to both preserve capital and grow his assets.