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Pre and Post Retirees
A Widow Takes Charge of Her Future
Jane, 57, recently lost her husband. Jane has not worked for a number of years, and her husband took care of managing the family finances. Her husband left her with multiple pieces of real estate, an IRA and a considerable life insurance benefit. She was overwhelmed with the sudden need to take care of these matters. Jane had no understanding of her financial picture. After this life-changing event, we assisted Jane in understanding where she was financially and provided her with a sense of security by organizing a regular stream of income that met her needs. We also advised her on ownership and management of both the rental property and an heirloom lakefront cottage. In conjunction with her attorney and her accountant, we advised her on disclaiming part of her inheritance in favor of a trust benefiting her children, and on constructing appropriate trusts for herself. Financial Focus now provides her with asset management services and ongoing support. Jane was able to move forward discovering what she was capable of and Jane's financial plan includes new funding for education as preparation for an exciting career.
Baby Boomers Plan To Retire Early
Mark and Alexis are looking to retire in the next three to five years. They have accumulated a large amount in 401(k) plans and annuities, and they have paid off all their debt. Through the financial planning process, Mark and Alexis became aware that it was necessary to make some adjustments to their current lifestyle to generate additional savings to attain the retirement of their dreams. They have made serious changes and adjusted their retirement expectations, and they meet with us quarterly to stay on track
Helping a Couple over the Long Term
Paul and his wife Rita began working with Financial Focus in 1995 when they were in their mid-30s. Paul had recently become disabled and they were concerned about making ends meet. We helped Paul and Rita through a rough time by showing them how to utilize their resources. More than two decades later, Paul has built a successful second career, Rita is the head of her company, and their three children have all completed college. We are now helping them plan for weddings and retirement. Paul and Rita thank us frequently for making their dreams come true.