CASE STUDIES
“I want to feel good about money and have fun after retiring!.”
After her husband Stan’s unexpected passing, Patty suddenly found herself taking charge of her finances alone…
Goals
Patty’s sense of security was shattered. She needed to find her footing again, and feeling she could continue living well on her retirement savings was a big part of that puzzle.
Challenges
Overwhelmed by sudden responsibility and a lack of financial expertise, Patty was afraid of making decisions that could take away from her quality of life.
She needed to quickly learn to manage investments, understand estate details, and plan for the future, all during her time of grief.
Approach
Patty and Stan had previously consolidated all of their assets to Liana and Travis. Stan had worked with them on his brother’s estate, and he’d been impressed with their professionalism. He’d wanted to make sure someone was there to help Patty when he was gone.
Her advisor visited Patty within the first week of her husband’s passing. They began to guide her through the initial steps and decisions that needed to be made.
She was grateful to have someone who knew the ropes, and could guide her through to the other side.
Results
Now, Patty knows that she’ll continue to be financially independent, and that she’ll be able to enjoy her retirement for the years to come.
When she decided to build a second residence on her property, her advisor walked her through her options, drawing on their own experience. This personal touch means a lot to Patty.
Her financial advisors helped her set up a college fund for her grandchildren. When a tuition payment needs to be made, Patty knows all she needs to do is pick up the phone, and her advisors will take care of it on her behalf.
She lives an active, social lifestyle with her friends and family.
