Making Work Optional
Professional couple taking care of business
Review and update their overall financial plan so they can achieve real financial independence – reducing taxes and optimizing their investment plan so that work becomes truly optional.
So why are they interested in hiring a financial advisor?
Larry and Gayle wonder how they are really doing. Although they feel they are being responsible, is their current path on course? Are they paying too much in taxes? They know they have been saving diligently, but when would they be financially independent? They realize they don’t have the answers to these questions and wonder what other critical questions they may not even know to ask.
As they approach middle age, they realized they wanted confirmation that they are doing everything possible to meet their goals. And they’re not just concerned about their investments – they want help with their entire financial picture. However, they’re busy and don’t want to be burdened with trying to figure out everything themselves. They aren’t sure where to begin, which is why they pursued professional help from Johnson Lyman Wealth Advisors, a wealth management firm with deep experience answering their specific questions.
Larry and Gayle have been doing all the right things. There are no big mistakes to be corrected or limitations in their financial lives.
Together, they are:
Larry & Gayle wanted a comprehensive and holistic plan centered around their key goals. They worked with us to do just that and more including:
Larry & Gayle now enjoy the peace of mind that comes from a clear financial plan.
They have more energy and mental space to focus on what they enjoy — knowing they have the choice to retire when the time is right.
They have more enthusiasm and the space to dedicate to family, recreational pursuits, and career – living life fully every day!