Case Study - From business sale to financial freedom
After selling his business, Kevin needed a safe way to transition his assets into long-term income. Fortiguard helped him roll over his SEP IRA and design a secure income strategy.
- Client
- Stone Consulting
- Year
- Service
- Business Rollover, Annuity
Overview
Kevin Stone had just sold his consulting firm and wanted to put the proceeds to work — safely. With a SEP IRA and taxable accounts, he had a solid base, but needed a long-term plan.
We helped him roll over the SEP IRA into a fixed annuity that guarantees income for life, regardless of how the market performs. We also created a legacy plan to transfer unused assets tax-efficiently.
Today, Kevin has dependable monthly income and doesn’t have to second-guess his financial future.
What we did
- Business Rollover
- SEP IRA Strategy
- Income Planning
- Legacy Optimization
I spent 20 years building a company — I didn’t want to lose it overnight to market risk. Fortiguard helped me lock in security and sleep easy.
Founder, Stone Consulting
- Market risk
- 0%
- Guaranteed income stream
- Lifetime
- Optional inflation rider
- +5%
- Built for both income and inheritance
- 1 plan