Robert & Carolyn
Robert & Carolyn weren't sure how much their retirement would cost, or when they could afford to retire.
They wanted to help their children and grandchildren without jeopardizing their own future.
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 that Robert & Carolyn would never outlive their money.
I updated their investments accounts to minimize unnecessary risks.
I opened a 529 plan to save, tax-free, for their grandchildren's college expenses.
I helped them establish a donor advised fund to eliminate capital gains taxes and help them ease their monthly budget.
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
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.