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Sudden Wealth Management Services - FSI Wealth

You just won the lottery! You just came into an inheritance! You just received a life insurance settlement! You were just awarded a large settlement! 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Helping YOU manage the complexities of a sudden financial windfall.

Helping YOU manage the complexities of a sudden financial windfall.

Sudden wealth can be overwhelming, and we understand that. Our expert team provides personalized guidance on how to invest, manage and protect your wealth to ensure long-term financial security. Let us help you navigate this unique situation and make the most of your newfound wealth.
 

What to do with your newfound wealth

Whether through inheritance, business sale, or other means, our team of financial experts has the experience and expertise to help you navigate this unique situation and develop a comprehensive plan to manage and grow your newfound wealth.

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Sudden Wealth Solutions Safeguarding Your Future

Sudden Wealth Solutions Safeguarding Your Future

Help you navigate the complexities of managing sudden wealth, including tax implications, estate planning, and investment strategies. With our guidance, you can feel confident in making sound financial decisions and secure your financial future.

Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.

Solutions That Work For You 

Solutions That Work For You 

Our team will work closely with you to develop a comprehensive plan that aligns with your unique goals and values, while providing ongoing support and guidance to ensure your financial success.

Make Your Wealth Work For You!

We understand that communication is essential to aligning values and strengthening family bonds, especially when sudden wealth comes into play. We can help families navigate important topics such as how and when to make wealth available to children, distribution issues, involving the next generation, multigenerational estate planning, philanthropy, politics, public relations, home ownership, family history, security and safety, technology, and wise use of debt. We believe that open communication and careful planning are the keys to ensuring that your sudden wealth not only benefits you, but also your loved ones for generations to come.

Next Steps

Money From Heaven? Call Us Today! 

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Schedule Your 20 Minute Ask Me Anything Today!

paul@fsiwealth.net |  (619) 681-1900

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