SUCCESSFUL CAREER
PERSONAL PROFILE
  • Professional couple in their 40’s
  • 2 children
  • Secure employment
GOALS
  • Children’s education
  • Maximize retirement savings
  • Retire or career change at age 60 - 65
  • Consider a new home
  • Update an overlooked estate plan
  • Work with a financial planning firm that does not sell products
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SOLUTIONS
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PRE-RETIREMENT
PERSONAL PROFILE
  • Couple in their early 60’s
  • Grown children
  • Grandchildren
  • Both employed
GOALS
  • Opportunity to retire at ages 65-68 on a sustainable income
  • Maximize pre-retirement savings
  • Determine Social Security start date(s)
  • Consider Roth conversions
  • Update estate plan to reflect changing family dynamics
  • Help with 401(k) investment choices
  • Work with a fiduciary planning firm
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SOLUTIONS
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FULL OR PARTIAL RETIREMENT
PERSONAL PROFILE
  • Partially retired couples for whom earned income is not a necessity
  • Grown children
  • Grandchildren
GOALS
  • Sustainable income to match current lifestyle
  • Maintain two seasonal homes
  • Are investment assets enough to support lifestyle?
  • Should asset mix be changed?
  • Development of multigenerational plan to include children, grandchildren and charities
  • Transition from a large Wall Street brokerage company to a fee-only firm
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SOLUTIONS
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