Retirees
Bob and Sandy have lived wisely and saved well.
Now retired, they’re enjoying time with family, traveling often, and thinking more about the future, especially how to support their grandchildren and an aging parent—while ensuring their financial independence remains intact.
With no formal financial plan in place, they’re wondering: Will our money last? Are our investments aligned with
our goals? How can we reduce taxes without missing out
on opportunities?
Retirees like Bob and Sandy need to make sense of their new reality and bring structure to their goals. From cash flow analysis to legacy planning, our approach is comprehensive, compassionate, and built to evolve with their lives.
What we do for Bob and Sandy
- Create a retirement income plan that supports travel, family, and care
- Monitor different investment opportunities and withdrawal scenarios that support long-term cash flow
- Optimize Required Minimum Distributions (RMDs) and tax-efficient giving
- Fund education plans for grandchildren without risking their own future
- Coordinate estate planning, long-term care, and survivor strategies
With Faubourg’s support, Bob and Sandy can focus on the moments that matter most, knowing their finances are working behind the scenes to support everything they love.