Henry & Ellen
64 and 55 years-old
having enough money to last
ensuring Ellen is provided for
At Delphi Private Advisors, we work with couples that are contemplating, or already in, retirement to make sure they each feel well taken care of, now and in the future. We take the time to ask thoughtful questions and explain the process, helping clients feel comfortable with us as their wealth management team for life. We can also assist clients like Henry and Ellen to evaluate their ability to pass on assets to children, grandchildren and/or charities. Working with their tax and legal advisors as necessary, we can facilitate ensuring those transfers are completed in a thoughtful and efficient manner.
Making the move from receiving monthly paycheck income to living off investments can be a radical shift. Through ongoing guidance and reporting system, we strive to give clients like Henry and Ellen a clear and easy way to monitor their investments as often as they’d like, with the objective of providing added peace of mind. With confidence that their daily and future needs are being handled by a professional team, clients can focus on what is truly important – enjoying the fruits of their labors.