Broker Check

Retirement on the Horizon

Client Centered

After working hard and saving diligently for over 35 years, Tom and Michele know that they’re ready to look forward to the next phase of life.

Like most individuals, they’ve each held a few different jobs in their respective fields and have been smart enough to take full advantage of the 401(k)’s offered to them.

Tom & Michele live within their means naturally and enjoy traveling and seeing the United States when work permits.

They are excited to take advantage of being able to travel without worrying about work. And hopefully soon, spend time with (future) grandchildren from one of their four adult children.

Client:

Tom & Michele

Ages:

60 & 56

Category:

Retiring Soon

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