They are hopeful their extended family will continue to expand with more grandkids and wish to be prepared for this next chapter in their lives. Tom has goals of traveling, starting a part-time consulting business, and playing golf. Judy enjoys social gatherings with friends, spending time with her grandchildren and volunteering at their church.
Financially, they have been successful at earning and saving enough wealth to last them past their working years. They are confident they can retire, but are concerned about some of the major fears of retirement such as market fluctuations, health care costs, and social security. Jay could help them understand how their portfolio should work for them, and identify the risks associated with their current strategies. Under Jay’s direction they can make adjustments to their strategies and Jay can utilize his 19 years of industry expertise to understand and prepare for their future more properly. Jay can provide them with clarity on Long Term Care and Medicare strategies. Through our innovative Goal Planning tool, Jay can give Tom and Judy a clear look at their retirement picture and a snapshot of what the most appropriate strategy is for Social Security.
Tom and Judy can visit the office frequently and adjust their plan to their changing lifestyle. Working with us can help provide them with confidence, understanding and preparation as they start their early retirement years and move into this well-deserved chapter of their lives.
The hypothetical example presented above are for illustration purposes only and do not represent any actual investor experience. Actual client results will vary.