Sarah and Christopher…
were closing in on retirement and had aspirations to spend part of the year somewhere warm and sunny overseas, and part of the year near family. Avid travelers, the couple held financial assets in the United States and overseas, and Christopher holds dual-citizenship.
They had no issues with their finances over the years, and had a long-term relationship with a CPA who handled annual tax preparation, but had no knowledge of their investment portfolio.
When Sarah and Chris came to Passport Wealth Management (PWM), they had plans to wander through Mediterranean streets, explore vibrant downtown art galleries, and have the simple pleasure of meals by the sea. They were looking to answer one single question…
Could they achieve their dream of retiring part-time abroad in the next five years?
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. This is a hypothetical case study, not a statement of client experience. The situation described above is reflective of the processes, views and opinions of Passport Wealth Management and does not reflect the opinion or testimonial of any particular client.
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