For Retirees . . .

Addressing Concerns That They Would Outlive Their Money

Mike and Shirley retired from their jobs as a social worker and office manager two years before the recession hit.

Like so many others, they panicked and went to cash with their investments as the market plunged. They came to us concerned about whether they would out-live their money and lose the kind of retirement they had planned on.

As their CDs and bonds matured the reinvestment rates were too low to provide the cash they needed for their monthly income. They wondered:

- How can we get the income we need now?

- Is there a better way to manage our cash flow and investments going forward?

- Can we still enjoy the retirement we’ve planned on?

Shifting Focus Back To Their Goals, Values, And Their
Desired Retirement Through Financial Planning For Retirement

Our Discovery Meeting with Mike and Shirley will help them focus their attention away from current news distractions which they can’t control and back to those things that they can control: their goals, values, spending and savings patterns and clarifying the kind of retirement they want to enjoy.

The first step in our Strategic Financial Planning and Management Process centers on understanding them as a couple apart from their finances. Then, we will develop a strong sense of what matters most to them.

We assess their current situation, dependable income sources, needs, wants, and other assets. Only then will we tailor a written investment plan for them that addresses their concerns about cash flow, and their ability to sustain their retirement lifestyle. We can create a spending plan that

  • Adjusts for inflation,
  • Builds a cash flow reserve ladder, and
  • Establishes a monitoring and review process.

Gaining Greater Control Over Their Retirement
Through Financial And Retirement Planning

Desired Outcome: Through our Strategic Financial Planning and Management Process we can help Mike and Shirley gain a greater sense of control over their retirement and regain confidence in their financial future.

Call us to see how we can make a difference in your life at 916.858.1111 or send an email to Ed.Dower@AEWealthAdvisors.com

 

These case studies are hypothetical in nature and are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these studies and how they relate to your own financial situation.



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Phone 916.858.1111 - 888.558.5518
Email: Ed.Dower@AEWealthAdvisors.com   www.AEWealthAdvisors.com

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