Meet Ann and Robert. Robert retired after a long and distinguished career. Their concerns involved comfortably retiring on their assets. They had faithfully saved through Robert's employer's retirement plan. Ann and Robert wanted to know if they can maintain their lifestyle.

How I Helped:

1. Addressed the transition from earning a paycheck to living on asset income and Social Security
2. Coordinated with another trusted family advisor
3. Created a communication plan to discuss important topics as circumstances change
4. Streamlined the portfolio structure to create an income stream and implemented astrategy designed to mitigate volatility

 
This case study is for educational and illustrative purposes and does not reflect actual client names or other identifying information.