Jack and Rebecca recently retired in Austin, TX. While they are enjoying peace of mind in their everyday lives, they lack financial peace of mind. There are many questions they want answers on how to best plan their future. They have a desire to organize their financial plan and make sure they won’t run out of money. Jack and Rebecca also share concerns when considering long-term care, ensuring their investments appropriate for retirement, and finding ways to maximize assets while limiting taxes.
With their adult children raising families of their own in Los Angeles and Philadelphia, it’s important to Jack and Rebecca to spend retirement years making memories with their family.
Jack and Rebecca are currently in the last month of their company’s health care plan and need to make decisions for healthcare prior to reaching Medicare.
Jack and Rebecca wish to give back to organizations that help take care of their community.
Jack and Rebecca’s retirement funds include their living trust, 401(k)s, IRAs, and Jack’s company pension plan.
Jack and Rebecca need help determining when to start SS. While some of their friends claimed Social Security at age 62, Jack and Rebecca recently learned that only 4% of retirees claim Social Security at the financially optimal time1.
With retirement just beginning, Jack and Rebecca are not sure which decisions are best to make. They value peace of mind from a fiduciary financial advisor.
Jack and Rebecca weren’t sure where to start, so they reached out to Safe Landing Financial (SLF) for a complimentary introduction meeting to plan their financial future. As a trusted advisor, SLF starts every new relationship by asking questions and listening to understand their unique financial situation. Here is how SLF helped Jack and Rebecca reach financial peace of mind.
SLF provides Jack and Rebecca with confidence in reaching their goals from visualizing and having conversations regarding their customized financial plan.
Here are some ways SLF helps Jack and Rebecca to reach their financial goals:
Jack and Rebecca have financial peace of mind knowing their financial plan is organized. They can enjoy their lifestyle without worrying about funds running out.
Disclosure: The above planning in retirement case study is hypothetical and does not involve an actual Safe Landing Financial client. No part of this content should be taken as a guarantee that their household will experience similar results if Safe Landing Financial is chosen to provide financial planning services.
1: https://unitedincome.capitalone.com/library/the-retirement-solution-hiding-in-plain-sight
Important Numbers for 2021 (printable PDF guide)
What is a Fiduciary Financial Advisor?
What is a Fee-Only Financial Advisor?
What is a CERTIFIED FINANCIAL PLANNER™?
How Long Will $1 Million Last in Retirement?
Forbes: The 9 Keys To A Happy Retirement
Business Insider: How Much Money You Need to Retire at Every Age and Comfortably Live on Investment Income
The Balance: How to Retire Early and Manage Your Health Care Costs
Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind in your unique situation.
Sign up to receive news and updates.