Nearing Retirement Case Study

Christopher, age 55 | Primary goal: get a second opinion that he will be able to retire on his terms.

After a long and accomplished career at Boeing, Christopher was ready to start thinking about retirement.

He currently holds a variety of investment accounts, including 401(k)’s from his employers, stocks from an ESPP, and multiple brokerage accounts.

Christopher has one adult child (finishing up college) and 1 grandkid. Christopher lives modestly, owns his home and car outright, and looks forward to spending more time with his friends and family in retirement.

The Challenge
Christopher was pretty sure he had enough to retire but also hoped he could leave a legacy for his kid and grandkid.

He needed a better plan that would allow him to retire confidently and knew exactly where to go – a financial advisor.

The only problem was Christopher was weary of advisors after dealing with an overly-salesy advisor a few years back who did not have Christopher’s best interest in mind.

The Approach

After meeting with a few financial advisors, Christopher knew he wanted to work with an advisor focused on the behavioral aspect of financial planning, and that was located in his area.

Once sitting down with an advisor at the Elite Financial Group, his goals were clearly documented and a personalized plan was starting to come to fruition. And most importantly, he felt heard and not sold to.

Note: No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Daniel Cairo or Elite Financial Network is engaged to provide investment advisory services.