The Retirement Planner
The Retirement Planner
Sam knew he was at a critical juncture in his life, and the time to start planning for his retirement was now.
IM Wealth Partners
- Carefully considered Sam's goals and dreams
- Guided Sam in purchasing long-term care insurance to ensure he would not give away all of his savings paying for care in the final stages of life
- Helped determine a balance between the enjoyment of spending today and investing and saving for tomorrow so Sam could live life to the fullest
- Showed Sam that the best result is obtained by focusing not only on accumulation, but also the distribution phase of your plan, starting with the end in mind
- Coordinated with Sam's other advisors on the entirety of his plan to assist him with taxes, estate planning and much more