Financial Planning Success Stories
Wealth means something different to everybody. That is why your financial plan should be customized to your family's goals and address any risks that may prevent you from living the lifestyle you deserve.
Discover how our financial planning process has helped four different couples sustain their lifestyles and financial security through retirement by reading the case studies below. As each person's situation is unique, these case studies are for educational purposes only and should not be considered financial advice.
We were introduced to James, who was 56 years old. He was getting ready to retire in four years and said that he was "at a phase in life where he couldn't make a mistake." This case study reveals how a comprehensive financial plan gave him the confidence he needed to retire early.
We reconnected with Charles, a 69 year old small business owner, and his wife Elizabeth, from Miami, Florida. They had never discussed retirement before. Charles and Elizabeth sought clarity on whether they had saved enough to continue their lifestyle and whether they had addressed all major risks.
James and Emily Smith were referred to our firm by an existing client. They wanted advice on the best way for Emily to take her pension and the appropriate steps to maximize the chances that they will be able to sustain the lifestyle they currently enjoy through retirement.
A CPA referred Frank and Betty Jones. The couple asked whether they should file for their Social Security benefit because they had heard that 66 is the "full retirement age" and wanted to know whether they could continue to work and collect without penalty. The Reby advisors team worked with them to develop a strategy expected to increase lifetime benefits by $400,000.