Skip to main content
  (203) 790-4949
  •  
  •  
  •  

Reby Advisors

Reby Advisors

  • Home
  • Team
    • Meet The Team
    • Community
  • Services
    • Financial Planning & Investments
    • FAQ
    • Success Stories
  • Insights
    • Amazon Best Seller: Wealth Redefined
    • In the Press
    • Quarterly Newsletter
    • Talk to an Advisor
    • Wealth Redefined Blog
    • Videos & Presentations
    • Library
  • Cybersecurity
  • Events
  • Client Login 
    • BlackDiamond Portal Login
    • eMoney Client Login
    • BlackDiamond Portal Demo Video
    • BlackDiamond Client Portal Guide
  • Contact

Financial Planning Success Stories

    You are here

  1. Home
  2. Services
  3. Financial Planning Success Stories

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.

"Will I Be Able to Retire Early?"

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.

Read James's Story


"Have We Addressed All Major Risks?"

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.

Read Their Story


"How Should Emily Take Her Pension?"

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.

Read Their Story


"How and When Should We Claim Social Security?"

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.

Read Their Story

Learn How Reby Advisors Can Help You Redefine Your Wealth

Weekly advice delivered straight to your inbox.

 

Additional info

  • Sitemap

Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory services offered through Reby Advisors. Reby Advisors not affiliated with Triad Advisors.

Offices

  • Connecticut

  • 44 Old Ridgebury Road
  • Danbury, CT 06810
  • New York

  • 250 Park Ave, 7th floor
  • New York, NY 10167

Contact Us

 

  • Wrap Program Brochure
  • ADV 2A Brochure
  • ADV 3 CRS
  • Privacy Policy
  • Disclosure
  • Client Portal
  • Business Continuity Plan


Your health, safety and financial well being remain our top priority.


How we're responding to Covid-19

We will continue to serve you at the highest level. Please do not hesitate to contact us at info@rebyadvisors.com, (203) 790-4949 or an employee's direct line. Whenever needed, we will hold virtual meetings to practice social distancing. If you would like us to contact you, simply complete the form to the right.

form

© 2021 Reby Advisors. All rights reserved.

Website Design For Financial Services Professionals