Preparing for Retirement
Biotech executive nearing retirement
Validate whether she can leave her career and maintain her current lifestyle for the remainder of her life.
Serena was reasonably confident that she had enough to retire, but she wasn’t sure how to judge, especially since the market had been quite volatile recently. She wanted to reliably generate income for the rest of her life, but this goal created more questions than answers:
Serena knew she wanted someone who could evaluate her entire financial picture – someone that could work with her to develop a plan she could confidently “buy into.” It was never a question that she would engage a professional for this very important transition. She chose Johnson Lyman Wealth Advisors, a firm that has deep expertise in designing lifetime retirement income plans to help her holistically plan for her future.
The first step was to sit down and listen to Serena’s questions and concerns. She wanted to be heard.
Once her goals were clearly documented, a personalized retirement plan that aligned with her values and priorities was created:
Today, Serena is having the time of her life. She has time to spend with her family and grandchildren as well as travelling with friends.
Serena is also glad to have ongoing support to review her plan regularly, knowing that she is able to stay on top of any changes in tax and estate law. She delights in the simplicity of reviewing the results of her financial model and investments in her client portal.
She has confidence that her plan is sustainable, which allows her to relax and enjoy her life on her own terms. This confidence creates space for her to live life as fully as she desires.