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