Bryan & Alicia
Bryan and Alicia needed to know when they would be able to retire. But they lacked the time to figure it out alone…
Bryan and his wife Alicia had been steadily saving for retirement for years. As Bryan approached his 64th birthday, he found himself growing tired of making investment decisions on his own.
Goals & Challenges
Bryan and Alicia wanted to travel, enjoy the outdoors, and support their family in retirement, but they didn’t have a clear picture of when this would be feasible. They had been saving diligently but were uncertain if their efforts aligned with their long-term goals. While Bryan handled some of their investments, he sought professional guidance to ensure their financial strategy was comprehensive and aligned with their priorities.
Approach
Lyle and Andrew took the time to get to know Bryan and Alicia and understand their financial goals. They focused on providing a tailored approach to address Bryan and Alicia’s specific needs.
Lyle and Andrew identified opportunities to align Bryan and Alicia’s financial strategy with their goals, recommending adjustments to improve efficiency and organization. They worked as a team, with Lyle focusing on the day-to-day management of their accounts and Andrew exploring long-term planning options. Their clear and straightforward communication helped Bryan and Alicia feel informed and confident about the process.
Result
Bryan and Alicia now feel confident that their financial strategy is being managed effectively, allowing Bryan to focus on other priorities.
They are preparing for the opportunities retirement will bring, including spending time with their family and pursuing personal interests.
Lyle and Andrew have continued to support Bryan and Alicia’s broader family, offering guidance on financial matters tailored to each individual’s goals.
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 advisor prior to investing.
