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Retirees
Do you want to simplify and enhance your financial life so you can focus more on enjoying retirement?
Wealth Management for Retirees
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:
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Ralph is worried about the financial security of Susan in the event something happens to him.
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Susan wants to give back to the community but wants the confidence that they won't run out of money in retirement.
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Both want to make sure their estate passes to their heirs the way they intend.
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Paying for healthcare in retirement and making sure they have a plan.
