Our typical clients have saved $500k+, are focused on maximizing their quality of life, and come to us for two reasons:
Considering Retirement*
Jim and Kathy
- Are over 50, high income earners, and have been concentrating on their family and career
- Not sure on their retirement date, but probably in the next 5-10 years
- Wants to know “when can I retire?”
- Wants comprehensive financial guidance, not just an investment salesperson
- Have questions on how to max out their savings and retirement plans, and what to do with their old 401(k)s.
- Wants help designing a purpose-driven retirement that allows continuous personal growth, travel, pursuing new ventures and giving back to the community.
* This is a hypothetical situation based on real life examples. Names and circumstances have been changed.
Retiring Soon*
Bill and Mary
- Are over 60 and have an idea when they want to retire.
- Have questions like, “how much can I spend in retirement?”; and “am I going to be okay in retirement?
- Wants help with making decisions on social security, pension, 401(k), Medicare, health insurance, and minimizing taxes.
- Wants guidance not only on transitioning to retirement, but all throughout retirement.
* This is a hypothetical situation based on real life examples. Names and circumstances have been changed.
