Retire Early With a Sustainable Income Strategy
John and Cindy wanted to retire early to be able to enjoy more time with their family and indulge their dreams of travel. They’d both had full careers and dreamed of the financial freedom to enjoy retirement exactly as they’d envisioned it.
Goals
- Retire early and live free from financial worries
- Create a sustainable income plan to take them from age 60 to 100
- Outsource their investments and financial management to an advisor who would be with them for the entire journey
Challenges
To feel comfortable exiting their careers, John wanted a sustainable income plan that would take them from “60 to 100.” Cindy wanted validation and reassurance about their retirement portfolio.
They didn’t have a comprehensive retirement transition plan yet. Until they had clarity and confidence in their income, tax strategy, and Social Security, they weren’t willing to say goodbye to steady paychecks.
Approach
John and Cindy wanted to outsource their financial worries and relax without wondering if they were missing something critical. They’d had a bad experience with a previous advisor who wasn’t able or willing to openly answer their questions about retirement.
Through a series of conversations, we were able to understand John and Cindy’s needs, concerns, and dreams. We were able to give them clarity about their current financial situation and a step-by-step transition plan for retirement. John was able to keep tabs on their portfolio and income strategy using a simple portal so they had transparency and updates whenever they wanted them.
Results
John and Cindy were able to retire early as they’d dreamed of doing. With a clear and actionable retirement income plan, they had the confidence to say goodbye to work and hello to a life lived on their own terms.
With the reassurance and support of our team, they no longer had anxiety about their finances or questions about where their income was coming from. John checks in on his portfolio whenever he
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