February 18, 2021

What if…

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Enormous Powerball and MegaMillion jackpots last month had many of us thinking about what we would do with a huge cash windfall.

We imagined a new house, a new boat, or a new car. The lottery had only one jackpot, but the possibility of being the winner gave hope to millions. Although 99% of us that bought a lottery ticket didn’t win, there are other circumstances where you or a loved one could find yourselves dealing with an unexpected financial gain. Maybe it comes in the form of…

Regardless of the circumstances, a sudden influx of funds could substantially alter your financial picture and impact your plan. Windfalls sometimes lead to bad decisions, so it is important to proceed thoughtfully.


Have you or a loved one recently come into a cash windfall? Together, we can review and revise your plan and incorporate a strategy that is suitable for you.


BROUGHT TO YOU BY:

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Donna M. Feder, CPA
Partner/ Woodland Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585
donna@dkllpcpa.com

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Thane F. Kelton, CPA
Partner/San Diego
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050
thane@dkllpcpa.com

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

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