We have a GE engineer client that originally came to us because of uncertainty. His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement. To help him make an informed decision we ran tens of financial plans covering a variety of […]
Client Story: Corporate Retirement Offer Read More »
Can we afford to continue living where we are? An older gentleman in his 80’s found us on the suggestion of his family and friend. His family knew he was worried about his situation, so they encouraged him to ask around for a referral. He asked a good friend who directed him to Wealth Planning
Client Story: Confident Choices Read More »
Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company. During a phone conversation with an advisor on their customer service team, they requested
Client Story: The Busy, Pre-Retiree Couple Read More »
A client of ours referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly thrust into making all of the money decisions, and was unprepared
Client Story: Unexpectedly Widowed Read More »
Sally and John became clients in 1995, transferring in their retirement plan from PG, looking for a way to turn a lump sum of money into retirement income. With no experience managing money, they had no plan for how this money would support for them the next 25-30 years. By establishing a long term vision
Client Story: Creating Durable Income Solutions Read More »
The Thompson’s were in the process of selling their home and needed some advice. A recent health diagnosis for Ginger made it time for them to transition from the home where they had raised their family to a home that would be closer to their children and accommodative of their changing physical abilities. In working
Client Story: Changes in Health & Home Read More »
