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CLIENTS LIKE YOU

Sue & George: New Retirees

Sue and George have brought their storied careers to a close. They are excited to foster a passion for photography while traveling the world. They seek peace of mind knowing that they can afford their lifestyle without depleting their savings.

These concerns and feelings are completely normal. When many of our clients first retire, the switch from saving to spending can be a difficult transition—especially if you’ve been a great saver all your life. But retirement is the time to enjoy the fruits of your labor—not worry about if you worked long enough.

For clients like Sue and George, we develop an in-depth financial plan to help better understand how much you can safely spend and the options you have if something unexpectedly arises. We monitor portfolios for any changes in the markets and check that spending hasn’t outpaced a financial plan’s longevity.