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Henry & Ellen

64 and 55 years-old
Retired

Key Concerns:

Having enough money
to last through retirement
Financial security for Ellen
and comfort handling
the family finances

Henry and Ellen are excited and nervous about their future. Henry’s retiring after building a successful real estate law firm, and Ellen is done raising their two children. While they’ve carefully saved more than $8 million in liquid assets, they still worry about having enough money to sustain them after Henry stops working. Ellen is also a decade younger than Henry, who’s always managed the money. As they age, they both want to ensure that Ellen has a comfortable and trusting relationship with their wealth managers.

At LourdMurray Delphi, we work with couples that are contemplating, or already in, retirement to help 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 those transfers and help ensure they 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 access to a 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 additional assurance. 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.

Please Note: The above Case Study is hypothetical and does not involve an actual LourdMurray Delphi client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if LourdMurray Delphi is engaged, or continues to be engaged, to provide investment advisory services.