Profession: Human Resources Director
Financial Concerns: Saving For Retirement, Mitigating Taxes, Spending Less Time Managing The Family's Investments, and Saving For Her Two Kid's College Expenses.
Sarah's household has a healthy, six-figure income. She is married and has two wonderful kids. She has a nice income, but she is overwhelmed by her busy life and by trying to manage her investments, saving for retirement, saving for her kid's college, minimizing her tax burden, and managing her debt.
After being turned away from the big brokerage firms because she didn't meet their investment minimums, she was looking for options that better suited her family's situation. She realized she needed an expert who would look out for her best interests. An expert with a flexible, easy to understand cost structure.
Enter RP Zeigler Investment Services
We can help Sarah and her family in a number of ways:
If this sounds like you, reach out today. We'd love to help.
Ages: 62 & 60
Professions: Forklift Driver For A Large Manufacturer & Office Manager For A Local Small Business
Financial Concerns: When & How They Should Take Social Security. Should They Take A Lump Sum Or Monthly Payments From Their Pension Plans. Assistance With Managing Their Retirement Accounts.
Bob and Karen both have been working hard for over 30 years. They have a nice nest egg saved up in their respective 401(k)'s. With retirement around the corner, Bob & Karen have some serious decisions to make. Decisions that they don't feel 100% confident making themselves. They are looking for a financial planner they can trust, but equally as important, a financial planner they can relate to.
We're not your typical stuffy, BMW driving, downtown located, type of financial planning firm. We're much different. We're more of the tee shirt & jeans kind of people.
We can help Bob & Karen in a handful of ways:
If this sounds like you, reach out today. We can help.
Ages: 72 & 71
Financial Concerns: How Much They Can Safely Withdraw From Their Investments Each Month. Leaving Money To Their Kids In The Most Tax Efficient Way Possible. Maintaining Their Lifestyle In Retirement.
Steve and Alice retired a few years ago, and they're loving every minute of it. Their kids are all grown up and have left the house. Now, as they like to say say, is their time to truly enjoy life. They have had investment accounts with a large, brand name brokerage firm for many years, but lately they have grown concerned and disgruntled with their brokerage firm. Concerned because they don't understand the fee(s) and costs they're paying, even when they directly ask what their fee(s) and costs are. Disgruntled because lately, they have begun to feel like a small fish in a big pond.
We can help Steve and Alice in a couple of ways: