Are you about to receive a large sum of money?
Now you need more than just an Investment Advisor, you need a fully qualified Team that can integrate and coordinate your investment decisions with your liquidity and cash flow needs as well as your tax and estate concerns.
Take a closer look at Pellegrini Financial’s approach to fully coordinated Financial and Investment Planning.
Lack of Planning
Many people go through life without the benefit of a Financial Plan. For whatever reason, Financial Planning is viewed as being beneficial only when one has money to invest.
The need for a Financial Plan jumps to life when we suddenly receive or expect to receive a lump sum amount of money. This could come from:
Most people recognize that without a well thought out plan these once-in-a-lifetime receipts could get squandered.