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Nearing Retirement

Emily

AGE:

59

PROFESSION:

C-Suite Executive

Primary Goals:

Optimizing retirement plan and creating a reliable stream of retirement income.

nearing retiement - biotech

Emily is currently the Chief Operating Officer at a large biotech company. Although Emily has accumulated a significant amount of wealth throughout her career, she hasn’t been able to set some time aside to do an in-depth assessment of her retirement plan. She’s heard colleagues mention deferred compensation for stock options but she wants to avoid making any big financial decisions without getting a professional opinion on all of the available strategies.

Emily is looking for a solid retirement plan that takes into consideration her needs and goals. While she knows her nest egg has reached a significant level, Emily is seeking to better position her savings to live her dream retirement with plenty of traveling.

For Emily, we will first focus on listening to and understanding her questions, values, and concerns. After discussing her circumstances, needs, and goals, we will create a personalized retirement plan that aligns with these areas. The personalized retirement plan will help establish her unique retirement timeline including future financial changes. Her plan will help address a reliable stream of retirement income as well.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
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