Enjoying Retirement
Do you want to simplify and enhance your financial life so you can focus more on enjoying retirement?
Enjoying Retirement
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.
Request Free Consultation