Social Security and what to do about retirement
This 61-year-old recently widowed woman, whose husband had always handled their finances and was younger than her, was concerned with future cash flow for retirement, when to take Social Security and needed financial guidance on investing and planning for her future retirement.
Working with this woman we accomplished the following:
We assisted this client in establishing a will, and she now has a long term action plan in place which gives her a peace of mind. She also has a financial coach to assist her with other financial matters as she moves toward retirement. Review Our Process and how we assist our clients. Call us and arrange a one hour complimentary consultation.