Case Study

Client : John and Sarah Thompson

Case Study

Client : John and Sarah Thompson

Goal: Secure a comfortable retirement with sustainable income

Challenges:
John and Sarah, both in their early 60s, were concerned about whether their savings would last through retirement. They had multiple investment accounts but lacked a cohesive strategy and were uncertain about how to maximize their Social Security benefits. They were also worried about potential healthcare costs in retirement.

Our Approach:
We conducted a comprehensive review of their financial situation, including income sources, assets, and projected expenses. We developed a personalized retirement plan that included:

  • A sustainable withdrawal strategy to ensure their savings would last.

  • Optimization of Social Security benefits to maximize their income.

  • Reallocation of their investment portfolio to reduce risk and align with their retirement timeline.

  • Recommendations for long-term care insurance to mitigate potential healthcare costs.

Results:
John and Sarah now have a clear, actionable retirement plan and feel confident about their financial future. They are on track to enjoy a comfortable retirement without the stress of outliving their savings.

Challenges:
John and Sarah, both in their early 60s, were concerned about whether their savings would last through retirement. They had multiple investment accounts but lacked a cohesive strategy and were uncertain about how to maximize their Social Security benefits. They were also worried about potential healthcare costs in retirement.

Our Approach:
We conducted a comprehensive review of their financial situation, including income sources, assets, and projected expenses. We developed a personalized retirement plan that included:

  • A sustainable withdrawal strategy to ensure their savings would last.

  • Optimization of Social Security benefits to maximize their income.

  • Reallocation of their investment portfolio to reduce risk and align with their retirement timeline.

  • Recommendations for long-term care insurance to mitigate potential healthcare costs.

Results:
John and Sarah now have a clear, actionable retirement plan and feel confident about their financial future. They are on track to enjoy a comfortable retirement without the stress of outliving their savings.

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Goal: Secure a comfortable retirement with sustainable income

Challenges:
John and Sarah, both in their early 60s, were concerned about whether their savings would last through retirement. They had multiple investment accounts but lacked a cohesive strategy and were uncertain about how to maximize their Social Security benefits. They were also worried about potential healthcare costs in retirement.

Our Approach:
We conducted a comprehensive review of their financial situation, including income sources, assets, and projected expenses. We developed a personalized retirement plan that included:

  • A sustainable withdrawal strategy to ensure their savings would last.

  • Optimization of Social Security benefits to maximize their income.

  • Reallocation of their investment portfolio to reduce risk and align with their retirement timeline.

  • Recommendations for long-term care insurance to mitigate potential healthcare costs.

Results:
John and Sarah now have a clear, actionable retirement plan and feel confident about their financial future. They are on track to enjoy a comfortable retirement without the stress of outliving their savings.

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Sign up to get the most recent blog articles in your email every week.

Share this post to the social medias