Success Story – Doctor managed to grow his wealth
At Trusted Advisors our clients have different profiles and goals. This is the success story of a young doctor who grew his wealth through effort and commitment.
He studied medicine at the university and became a recognized professional.
Father of a family and owner of his own clinic, over the years he managed to build a small estate. He acquired a second apartment, a luxury car and certain comforts, but when he thought about his long-term financial goals, he did not know what he had to do in order to achieve them.
Paying for his children’s college, supporting his ailing father and retiring at age 65 were some of his goals. When he came to Trusted Advisors and requested a wealth assessment, he received advice and a plan with defined short-, medium- and long-term goals. The first one consisted of guaranteeing his current lifestyle and covering the expenses of his father’s treatment, the second consisted of adequately managing the flow of income generated monthly by his clinic, as well as other assets such as the rent of his own apartment.
The third focused on raising enough capital to allow him to earn interest over the next 15 years and retire without depending on Social Security.
With time and the support of Trusted Advisors, this client made a commitment to contribute an average of $100,000 annually to his investments. Today his net worth is valued at 5 million dollars.
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