Our Strategy for Judy and Frank:

• We took a holistic approach to make sure that all of her goals and concerns were addressed
  
  
• We then put a plan in place to help ensure she was able to live the life they wanted without having to worry about their finances
  
  
• We factored in travel and some updates they wanted to make to their home
  
  
• Looking at various tax saving options, those were incorporated into their plan as well
  
  
• We discussed Social Security and Medicare options so they felt more at ease

• We developed a retirement income plan to provide with a steady income flow from investments to meet their needs
  
  
• Working together on an ongoing basis allowed us to stay on track toward meeting their goals as well as handling anything that came up

Interested in learning more about our post retirement planning process? Click HERE to schedule a complimentary call to discuss your situation.

_{Disclaimer - This case study is provided for illustrative purposes only and is hypothetical in nature. It is provided to help you better understand the kinds of situations we commonly encounter and how we approach them. An individual’s experience will vary based on his or her individual circumstances.}