Barbara has spent a lot of years working for other people, and making sure her employees and their families were always treated well. She doesn’t regret a moment - but now it’s time for her to make sure William and her family are taken care of.
Retirement is just around the corner. It’s coming up faster than they thought!
Now it’s about making sure her family doesn’t have to compromise their quality of life as they make this transition. She worries about their retirement income, deferred compensation, stock options, strategic tax-planning, healthcare and more. They both want to travel, spend more time with friends, and spoil the family as often as possible! What they need is an advisor who can help them coordinate all the right decisions to help them build the future they want.
Their top priority is probably similar to yours: they want to preserve and grow what they have now, in order to create a good monthly income for their future. After all, they’ve spent their lifetime accumulating it, and don’t want to take unnecessary risks.
Their other priority is to use their time wisely. As we all know, life seems to go by faster each day. They don’t plan on wasting their valuable retirement years being their own ”financial quarterback.”
They need someone who has years of experience coordinating a client’s financial, legal, insurance, and tax needs. Someone they can feel secure with, who understands all the aspects of their unique situation and that strategies are in place if something should happen to one of them.
There’s nothing more important than having a thoughtful advisor that you know and trust. Working with Lineweaver Wealth Advisors and Lineweaver Financial Group is like having a team of advocates – a sounding board – who help consider every important financial decision from every possible angle. The best part is that we offer all these services and professionals under one roof, and believe that personal service is the cornerstone of a great relationship. We believe our clients should be able to speak with a person whenever they need to – not an answering service or automated system.
We hope you’ll take some time to learn more about our wide array of services, our commitment to personal client attention, and our many educational resources.
Lineweaver Financial Group, LLC. The Answers You Need. Since 1993.
Barbara and William are fictitious persons and their case is hypothetical. Case studies are for illustrative purposes only and should not be construed as a testimonial. They do not represent the experience of any advisory client. Each client’s situation is different and goals may not always be achieved.