Our typical clients have saved $500k+, are focused on their Return on Life, and come to us for 1 of 2 reasons:
1. Considering Retirement
Mike & Lisa
Are over 50 and ready to focus on their own finances, after successfully launching their kids.
Not sure on their retirement date, but probably within the next 5-10 years.
Want to know, “when can I retire?”
Want comprehensive financial guidance, not just an investment salesperson.
Have questions on how best to save with their company stock and retirement plans, and what to do with their old 401(k)s.
2. Retiring Soon
Jim & Mary
Are over 60 and have an idea of when they want to retire.
Have questions like, “how much can I spend in retirement?” & “am I going to be okay in retirement?’
Need help with the retirement details like social security, pension, 401(k) rollovers, Medicare, health insurance, company stock plans.
Want comprehensive financial guidance, not just an investment salesperson.
Need guidance as they approach the biggest financial change of their life.