Eric is a salesman for a local paper company and Kelly is a computer engineer for a Fortune 500 company.
Eric and Kelly earn mid-six-figure incomes, save aggressively for their retirement and investment accounts, have no debt outside of their home mortgage, and have protected themselves with adequate insurance. Kelly has been fortunate to earn additional compensation with restricted stock units (RSUs) making up about 40% of their investments.
Eric and Kelly envision spending their retirement years making memories with their family. They want the option to retire early. However, they don’t see themselves quitting work forever due to their passion for the career they have built. Maybe down the road, they will use their skills in a different way to help other industries.
With retirement on their mind, they value having a fiduciary financial advisor guide them to make the best decisions with their money. Eric and Kelly aren’t retiring tomorrow. They want to know when they can and how they can live comfortably.