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How We Helped
Jack and Christine
Prepare for Retirement

The Story

Jack and Christine have spent decades building a life they love – raising three children, working hard in their careers, and planning for the future.

They own their primary home and have a cabin on a lake. Their investment accounts include 401ks, IRAs and multiple brokerage accounts spread across four different investment firms.

Having recently retired, they are looking to simplify their life, travel, and spend more time with their family.

Their most pressing questions were:

  • How do we best draw from our portfolio to maintain our lifestyle throughout retirement?
  • Are our investments properly aligned for our retirement?
  • How do we take advantage of tax saving strategies?

The Challenge

  • With more questions than answers, Jack and Christine worried about making costly financial mistakes in retirement
  • They want to know if they can maintain their lifestyle throughout retirement without running out of money
  • Jack and Christine want their financial picture coordinated and their investments managed properly
  • They want to take advantage of any tax planning opportunities

Our Approach

By understanding their needs and reviewing their complete financial picture, 
we coordinated a plan to help them achieve their goals by:
  • Providing a consistent income stream to support their lifestyle
  • Developing a diversified and balanced portfolio to reduce risk and a proactive strategy to reduce taxes
  • Coordinating and helping organize their financial and estate planning picture

Jack and Christine’s Results

Jack and Christine feel relieved knowing the details are taken care of and their finances are finally coordinated.

After working with Jack and Christine, they now have:
  • Peace of mind knowing they have a fully coordinated financial picture which includes their investments, a proactive tax strategy, and organized estate plan
  • A simplified portfolio by consolidating multiple investment accounts, making everything easier for them
  • A consistent income stream that supports their lifestyle throughout retirement

The above hypothetical example story is for illustrative purposes only and should not be construed as a recommendation.
It does not involve an actual client and may not be representative of your experience.

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