Charles and Margaret* are less than a year away from retirement. Charles is a veterinarian and Margaret assists with the practice. However, their third grandchild is on the way, and they want to spend more time with their grandchildren. They have been anticipating their retirement for years and want a final check-up of their financial plan.
At this point in their lives, they know the stakes are high. They don’t have time to “plan” for their retirement – it’s already here. Charles and Margaret want confirmation that they are doing the right thing with their financial decisions, and they need someone to put it all together.
To help solidify their financial independence, they hired Frontier Financial Planning.
Let’s talk about your future, and how you can strengthen your financial independence. Frontier began with a goal verification session focusing on the six areas of financial planning to assist Charles and Margaret in their path to achieve their dreams.
1 – Income allocation2 – Risk management3 – Investing for wealth accumulation4 – Tax planning5 – Retirement planning6 – Estate planning
After meeting with Frontier, Charles and Margaret felt much more confident about announcing their impending retirement and closing their small business. With Frontier, they evaluated their strengths and weaknesses refining their comprehensive financial plan, and made changes to areas that needed them.
Frontier ensured them they were heading in the right direction and had a good structure for their future. Let’s talk about your future, and how you can strengthen your financial independence.
*Please note that the characters portrayed are a fictitious couple for illustrative purposes only.