One of our clients was a young entrepreneur who was about to make several million dollars over a few months. His firm was experiencing hyper growth and we needed to make sure that not only that the business was going to grow and thrive, but that everything was in place to protect this hyper growth. Oh, and he was getting married. And moving to a new state. And taking care of her two aging parents. Like most lives, there were a lot of moving parts.

We work with entrepreneurs and business owners because we understand risk and life pressures.

We recently worked with a CEO that had just retired. He was very concerned about the current economic environment. Like many retired business owners, he was faced with factors like market volatility and life expectancy.

This CEO was managing his own money and was looking for advice on creating a guaranteed income stream he and his wife could rely on for the rest of their lives. This may sound simple, but considering his overall objectives we needed to take a macro-economic view of his finances. Company ratings and the tax consequences to various products and income streams were all major factors.

When we work with clients like this, it is important to create a plan that fits their unique set of circumstances.

We work with a number of former NFL football players who wanted to make sure that they set up their retirement successfully. They wanted to preserve a nest egg, while also building short term liquidity in case an investment opportunity arose. The AFG team looked at everything from tax planning to short term liquidity to long term retirement income and put together a custom game plan.

When we work with pro athletes, we understand careers are fragile, prime income years may be short and the importance of proper planning is essential to financial success.

This executive was working for a major publicly traded company which has a comprehensive benefits package and a myriad of vesting schedules. They wanted to leave this job to write children’s books. Leaving this job meant losing several million dollars of non-vested compensation. We organized all the vested assets they had and looked at all of the tax consequences associated with these portfolios. We worked together to make sure their future was secure so they can achieve a lifelong dream of being a writer.

We work with executives because we understand the importance of coordinating employee benefits packages from one company to another and the financial impact of an increase or decrease in overall compensation.