How did McLean help John and Cathy achieve their retirement goals? Find out below…
In the courtroom of retirement, John and Cathy, on the outside, looked like an open and shut case. But as many lawyers will tell you, the easy cases take just as much work as the hard ones…and sometimes they are not as simple as it seems.
John and Cathy were in their mid-50s, looking to semi-retire, and hoping to fully retire by their mid-60s. They had a portfolio that checked so many of the right boxes that someone on the outside looking in could wonder why they would ever consider seeking help in planning their retirement. With about two million in investable assets, John would always take pride in telling his wife, “We got this!”.
Cathy was always the planner of the two, so when John would say, “We got this,” she had a few questions to ask if he had answers for every “this”:
While John was notorious for having all of the answers, Nancy had stumped him. That’s when John found McLean so he could have an answer once again.
Are you willing to take on a seemingly straightforward retirement plan?
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