Client Story: Corporate Retirement Offer

We have a GE engineer client that originally came to us because of uncertainty.  His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement.  To help him make an informed decision we ran tens of financial plans covering a variety of scenarios.

Eventually, he was offered early retirement and due to the financial planning he had completed with us, he felt confident he could afford to retire. It was clear to him he could take the offer.  Interestingly, after the offer expired GE laid off a large number of employees and had he not taken the offer he would have been one of them.

We gave him confidence to make a decision.  Are you facing a difficult financial decision?  We can help you determine what is the best answer for you!

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..