Vinnie is in his mid-60s and has a wife and three children. He used to work at a senior level job in insurance.
Vinnie’s finances were disorganized and difficult to access – 401(k)s from various employers, bank accounts, brokerage accounts, and more. Initially, he wanted to bring all his assets under one roof to streamline and reduce complexity. Retirement planning then became his primary concern.
Vinnie’s greatest challenges were that:
Vinnie knew he wanted to work with a financial planner to consolidate his assets and figure out his retirement plan, as he simply didn’t have enough time or energy to do it all himself.
Vinnie’s retirement plan allowed him to meet his goal of retiring early, at 61. He’s now able to spend more time with his family doing things that matter to him. He’s no longer worried about having to go back to work.
Vinnie also has a better grasp of how his investment portfolio is performing and has confidence that it will support him through retirement.
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.