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 wanted to help their children and grandchildren without jeopardizing their own future.
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When all was said and done, they also wanted to leave something to their favorite charities.
How I Helped.
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I developed a retirement income plan that indicated a high probability that Robert & Carolyn would never outlive their money.
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I updated their investments accounts to minimize unnecessary risks.
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I opened a 529 plan to save, tax-free, for their grandchildren's college expenses.
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I helped them establish a donor advised fund to eliminate capital gains taxes and help them ease their monthly budget.
The Results.
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Robert and Carolyn now feel a sense of relief that they have a plan in place for the life they desire.
Complete list of included services:​
✔ On-Call Guidance Any Time You Need Me
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
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If this sounds helpful, you are invited to book a complimentary meeting with me to learn more below. My promise to you is that you will not be asked or pressured to buy anything. Just a casual conversation about whatever you would like to talk about.