Meet Dan & Nancy

Meet Dan & Nancy

  • Married with two grown children, combined income $150,000 with no financial plan in place and retirement is within 5 years
  • Has an old 401k still sitting at a previous employer
  • Has extra money at the end of each month that goes into a savings account with low interest

How I Helped:

  • Consolidated their old 401k into an IRA and rebalanced it for potential growth
  • Developed a full financial plan and showed them they had already done enough to retire early
  • Set up an auto-contribution plan to invest their cash into a Roth IRA


*This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.