Daniel (64) and Macy (62) just entered a new, exciting chapter of their lives and stepped into retirement. They are currently working with an advisor, but they don’t feel like their advisor answers their questions thoroughly, directly or in a timely manner. Their financial advisor is primarily focused on investment performance, and Daniel and Macy are more concerned about other parts of their financial picture.
Key Concerns: • Need help paying the least amount of taxes possible. • Will they run out of money? • Are their investments allocated correctly? • When is the best time to take Social Security? • How do they start the Medicare Enrollment process? • How do they leave a legacy? • Is the next generation of stewards identified and prepared?
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