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Nearing Retirement





C-Suite Exec

Primary Goals:

Developing a tax saving strategy for stock options and consolidating retirement accounts.

Nearing Retirement

After accumulating wealth throughout the years, Nancy is planning on retiring in the next five years. She is proud of her nest egg that she has built over her life, but she’s unsure whether it would allow her to retire confidently knowing she’s able to travel in her retired years like she’d always dreamed about. Nancy is looking for a solid retirement plan she feels confident about, that takes into consideration her needs and goals.

For Nancy, we first focused on listening to and understanding her questions, values, and concerns. After discussing her circumstances, needs, and goals, we created a personalized retirement plan that aligns with these areas. The personalized retirement plan was aimed to help establish her unique retirement timeline including future financial changes, and help create a plan for a reliable stream of income.

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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