By now, Bill should have been used to it. His technology company found another person at a lower pay scale and he was let go. With three kids, two in college, and a side business managing rental real estate, Bill was too busy to pay attention to the retirement plan. His friend was a client introduced us at a critical time. We:
Completed a discovery meeting
Created a one page advanced financial plan
Consolidated and simplified his retirement accounts
Provided an online portal for all his financial information, he can access whenever he wants
Helped him with a college funding plan
Introduced him to the expert network team, who saved him money with life insurance, mortgage rates, and more
Built a plan that honors his busy lifestyle, relieving stress
Perform ongoing investment management
Bill says, “I just know I’m in good hands whenever I talk with my financial advisor. He knows who I am and I know he knows his stuff. We are safe and secure.” Now Bill has time to focus on his family and his interests, can check on his financial situation whenever he wants to, and knows that he is in good hands.
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