Andrew P.

Recently laid-off architect, spouse still working with two young children in grade school. They feel that retirement and college savings are now a long shot, just trying to make it day by day – don’t even know why they are talking to us, no hope, can’t find another job.

Combined annual income after layoff - $45,000

We outlined a financial strategy that unlocked $96,000 within 30 days of existing assets that were sitting dormant, idle which they wrongly assumed they could not access.

Cost? Their mortgage payment increased by a whopping $40/month.

Benefits? Both husband and wife established proper life insurance protection which they never had before, access to working capital to build a real estate investment portfolio, protection of their value of their home in a declining marketing, tax-favored income at retirement date they decide upon and confidence in their future decisions.

Shaking his head, Andrew said, "I can't believe what you just did! How do I explain that to my family? Now I can rest easy and find another job of my choosing, while looking at other opportunities!"