Bob and Beth are a retired couple. Beth used to work as a director for a pharmaceutical company. Bob used to be a project manager and now works at a brewery part-time.
Bob and Beth wanted to get a better handle on their financial situation as they were nearing retirement, especially given that they could be laid off from their jobs at any time.
Bob and Beth’s greatest challenges were that:
Beth wasn’t sure what to look for in a financial planner. She simply began her search online.
When she first started looking for a financial partner, she was still employed, and didn’t have the time or energy to oversee her finances. Having someone help her in this regard, she felt, would make a big difference and give her more peace of mind.
Bob and Beth hired a financial planner, and the plan they created helped them in several ways:
Note: The above case study is hypothetical and does not involve an actual Milestone client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Milestone is engaged to provide investment advisory services.