Robert & Carolyn
Their Concerns.
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Robert & Carolyn weren't sure how much their retirement would cost, or when they could afford to retire.
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They cared about where their money was invested, and wanted to avoid alcohol, tobacco and weapons companies.
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They wanted to help their children and grandchildren without jeopardizing their own future.
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They also needed to consider the risk of needing to help Robert's aging mom.
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When all was said and done, they also wanted to leave something to their favorite charities.
How We Helped.
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We developed a retirement income plan that indicated a high probability of never outliving their money.
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We began managing their retirement accounts with investments that were aligned with their values.
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We opened a 529 plan to save, tax-free, for their grandchildren's college expenses.
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We helped them purchase commission-free term life policies to benefit their children.
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We helped them purchase investments to help them guarantee a future income.
The Results.
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Robert and Carolyn now feel good about their finances being organized, also well as knowing what their money is invested in, and are comfortable knowing they have a durable retirement income plan in place.
Complete list of included services:
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On-Call Guidance
Unlimited Phone Support
Unlimited Text Support
Unlimited E-mail Support
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Financial Dashboard & App
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Investment Management
-ESG & SRI Integration
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Retirement Income Plan
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Credit Score Guidance
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401(k) Plan Guidance
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Cash Flow / Budgeting Guidance
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Commission-Free Annuities
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Commission-Free Life Policies
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Commission-Free Disability Policies
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Commission-Free LTC Policies
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Tax Return Review
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Will Review
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Trust Review
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Charitable Giving Planning
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CPA Coordination
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Attorney Coordination