Antonio and Cecilia

Antonio and Cecilia knew that stepping into an ownership role and guiding the expansion of her family’s cattle operations would take a whole different level of advanced planning and expertise.

Always a budding entrepreneur, Cecilia, and a friend had established a dress shop with a rapidly growing online presence. Antonio was a corporate favorite, moving through the chairs on the ladder to upper management. But they both wanted more. With one child in tow and another on the way, this enterprising couple decided to move home and join the family’s cattle operation.

Antonio and Cecilia knew that stepping into an ownership role and guiding the expansion of her family’s cattle operations would take a whole different level of advanced planning and expertise.

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Their move involved an overwhelming list of financial concerns and succession planning issues. They knew it would take a high level of expertise to design a plan to bring them into the business. But they had no idea how many personal financial decisions would come into play in the process.

They needed a personal CFO, a professional who would efficiently manage the process and help them make good decisions with their money.

When Antonio and Cecilia contacted Kevin Spafford, CFP®, they wanted to:

1. Set aside enough money from the sale of her business to ensure their family’s financial security.
2. Engage Cecilia’s parents and siblings in a comprehensive succession planning process.
3. Establish an investment fund to expand the family’s grass-fed ranching operation.

As a wealth manager and succession planning specialist, Spafford would guide them through a comprehensive and coordinated process for succession planning and wealth management. Throughout the entire process, he researched alternatives, helped them make good decisions, and assisted them as they implemented their comprehensive and coordinated plan.

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