George and Sherry never had to ask, “what’s next?” They had always planned everything. But life threw a wrench into their plans when George was let go during the recent economic downturn. George was ready to retire, at least emotionally. The kids were raised, the bills had always been paid, but they just were not certain that retirement was a prudent decision. We:
Completed a discovery meeting
Created a realistic financial plan, including stress testing a variety of situations, just to be sure
Consolidated the investment accounts
Created a retirement income plan, including emergency fund “buckets”
Perform ongoing investment and financial planning
George and Sherry view retirement as a wonderful party. “Sometimes, God laughs at our best laid plans. But I think we have the last laugh. We’ve never had so much fun together!” said George. With the help of their guide at A&I, George and Sherry are secure, relaxed and enjoying their newfound freedom.
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