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  • Atlanta
    3500 Lenox Rd NE Ste 1500 Atlanta, GA 30326-4231 T: 404.564.9090 F: 404.564.9091
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  • Seattle
    11400 SE 8th St Ste 260 Bellevue, WA 98004-6470 T: 404.564.9090 F: 404.564.9091
    Map and Directions Map and Directions
  • Mailing
    6840 Fort Dent Way Ste 160 Tukwila, WA 98188
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Spring Street Financial LogoSpring Street Financial Logo

Helping A Modern Family Accomplish Their Multigenerational
Goals

Sam, 45, is a partner at a law firm and Ben, 48, is a business development manager at a publicly traded company. Sam and Ben have been life partners for the past 15 years and have twin 5-year-old daughters, Maggie and Sophia. They are also considering getting married and need help navigating the estate planning and tax planning questions that come with being married. In addition, Ben's mom, Cindy, 77, lives with them. Ben's compensation consists in large part of employer stock, and he is considered an "insider" and subject to trading restrictions. They work long hours and would like to buy a vacation home before they retire. They need help with the following:

  • Concentrated stock and option planning
  • Education planning
  • Retirement planning
  • Buying a second home
  • Tax planning, including impact of getting married
  • Estate planning
  • Planning for Cindy's care

We can design a financial plan to help them assess these goals and develop strategies to achieve what is important to them.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.

Always here for you
Spring Street Financial of Raymond JamesSpring Street Financial of Raymond James
  • Atlanta 3500 Lenox Rd NE Ste 1500 Atlanta, GA 30326-4231
  • T 404.564.9090
  • F 404.564.9091
  • Map & Directions
  • Map & Directions
  • Seattle: 11400 SE 8th St Ste 260 Bellevue, WA 98004-6470
  • T: 404.564.9090
  • F: 404.564.9091
  • Map & Directions
  • Map & Directions
  • Mailing: 6840 Fort Dent Way Ste 160 Tukwila, WA 98188
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Spring Street Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.