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At 43, Jordan was single and successful but hated his job in . After 15 years as a successful corporate executive, Jordan wanted to get away from the pressure, move to a small town, maybe near , and not work for a while. That was his plan, but how could he implement it?
He went to Houlihan Asset Management, LLC, in , and we inventoried Jordan’s assets and devised a strategy for gradually selling his stock options and company stock, and diversifying into a long-term growth portfolio to fund his living expenses. In his first year of not working, Jordan was in a low-income tax bracket, and we used that opportunity to convert his IRAs to Roth IRAs, moving his assets from a vehicle that was tax-deferred to one that is tax-free as well. That started him on a path leading to fulfillment of his dream.
Jordan isn’t sure when he’ll return to work, but Houlihan Asset Management, LLC has helped him support himself in a new life that makes him happier. And to be able to afford it.
After 40 years of marriage, Jennifer, who lives in , recently lost her husband, and now she must supervise the finances her husband managed. While grieving over her loss, she must track down details of her late husband’s accounts and make decisions she never before faced. And she is concerned about how she will meet her expenses.
Houlihan Asset Management, LLC in took an interest in helping Jennifer, and making her see how she can meet her expenses. She has built a relationship with an advisor who listens before giving her any advice. Having the details of her financial life explained in layman’s terms made Mary’s time of sorrow less stressful. Knowing that she has a trusted advisor she can rely upon has given Mary comfort at a vulnerable time.