Financial and Retirement Planning
A Balanced Approach to a Secure Future

Financial Planning

Nearing Retirement

Elizabeth Nearing Retirement AGE: 56 PROFESSION: Project Manager PRIMARY GOAL: Consolidate investment accounts, reduce taxes, create a reliable retirement income stream. After accumulating wealth working for 7 different companies, Elizabeth was ready to think about retirement. She currently holds a variety of investment accounts, including …

Retired

Angela & Brad Retired AGE: 66 & 65 PRIMARY GOAL: Reduce taxes, realign investments, and create a reliable income stream in retirement. Angela and Brad recently retired from successful careers and have lots of plans for the future. They want to ensure that their retirement …