.png)
In this episode, Justin breaks down the life of another sample client: Alvis and Alyssa Accumulator. They are in their early 40s and have three kids. Their income and expenses have never been higher. We discuss what considerations, opportunities, and mistakes they must be aware of to optimize their financial plan (tax, investment, estate planning, income planning, and risk management).
Click to Talk with the TeamWe aim to be the single best option available for the small number of families we serve
Talk with a Brownlee Advisor