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.

Ready to Think Big?

Let us help you create financial security.