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Case Study
Client: Multi-generational family business owner
Description:
Jack, in his late 50's, was a third generation owner of his family's contracting business. Single and no kids, he no longer wanted to continue the business but was unsure whether he would be financially secure for life if he sold the business and started retirement.
Securities offered through Purshe Kaplan Sterling Investments, Inc. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Member FINRA/SIPC. Investment Advisor Representative, Krilogy Financial, a Registered Investment Advisor. PKS and Krilogy Financial are not affiliated.
Investments and Insurance products offered through Krilogy Financial and/or Purshe Kaplan Sterling Investments are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY