Age 54 & 51
Optimize their financial plan + reduce taxes so their nest egg can allow them to make work optional.
The challenge isn’t overcoming any financial mistakes or limitations, they’ve been doing all the right things:
So, what’s the problem? Rick and Sandy wonder if they’re missing something. Is their current plan right for them?
They admit…they don’t know what they don’t know.
As they approach the next stage of life, they want an expert to help them make strategic decisions with their money. They also want help navigating taxes in retirement. While Rick and Sandy aren’t in a hurry to retire, they want to know they have the option.
When Rick and Sandy hired a financial planner, they were concerned about more than just their investments. They wanted help with the entire financial picture, especially taxes.
A comprehensive plan was put together that met all their needs:
They also adopted an easy-to-use personal finance website, helping them organize their financial life and gain clarity.
Rick and Sandy now enjoy the peace of mind that comes from a clear financial plan.
They have more energy and mental space to dedicate toward what they enjoy — knowing they have the choice to retire when the time is right.
*These client scenarios are meant for illustrative and informational purposes only, and they are not examples of actual client results. Individual results can vary.