Ready for Change
An honest, devoted partner to help you navigate your finances
WENDY'S CONCERNS
& OBJECTIVES
How will Wendy assure herself of a comfortable retirement income after working for 40 years?
- Is Wendy financially prepared for retirement? What does Wendy do with all of her free time?
- How and when should Wendy start taking money from her retirement plans? Is there a best method for doing this?
- When should Wendy start taking her Social Security benefits? Should she start immediately or wait to maximize her benefits?
WENDY'S
SOLUTIONS
- A thorough discussion revolving around Wendy’s needs, concerns and aspirations was completed, after which Wendy’s priorities, values and financial goals were established and listed in order of importance.
- From the discussion, a financial plan was devised in order to ensure that Wendy would not run out of money and when to start taking her Social Security benefits in order to maximize those benefits.
- An additional discussion revealed what Wendy was excited about doing after her many years of employment. A plan was initiated in order to put together the pieces of the puzzle that would make up the rest of Wendy’s life and what she would be doing that would bring her excitement, happiness and a sense of purpose.
WENDY'S
RESULTS
- For the first time in 40 years, Wendy was relieved to know the next chapter in her life had direction and purpose.
- Knowing that Wendy's 40 years of employment would provide her with a secure and comfortable retirement, relieved the anxiety she was experiencing prior to retirement.
- Wendy felt great satisfaction and accomplishment, as she was able to contribute to those organizations that she believed in and wanted to help.
VIEW OTHER
CLIENT SUCCESS STORIES
Your priorities and interests first,
always.
On the heels of a recent retirement, Ann lost her husband. She was also in possession of an inheritance from her parents, but Ann felt uncertain about what to do next.
Beth was recently retired and single when she was diagnosed with cancer. She was also an owner of income-producing property which she depended upon to maintain her lifestyle.
Wendy was ending her 40-year career and needed direction around retirement and whether she would have enough money when she did officially retire.