Jack and Rebecca recently retired in Los Angeles, CA. 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 Austin and Denver, it is 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 during retirement. 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.
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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.
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