Currently Retired

Do you want to simplify and enhance your financial life so you can focus more on enjoying retirement?

Currently Retired


Ralph and Susan retired 3 years ago. They are active, full of energy, and love to travel. They are living off their investable assets of $2.8 million and receive social security. Tired of managing their finances on their own, they want an advisor they can trust.  


Key concerns:

  • Ralph is worried about the financial security of Susan in the event something happens to him.

  • Susan wants to give back to the community but wants the confidence that they won't run out of money in retirement.

  • Both want to make sure their estate passes to their heirs the way they intend.

  • Paying for healthcare in retirement and making sure they have a plan.

  • They want to continue to receive reliable income from their investment portfolio



A More Secure Retirement Is Ready For You - Are You?