Experiencing a Big Change
Mary’s father recently passed away, and she needs help navigating his estate and the inheritance on top of her own wealth.
- Preserve father’s assets
- Settle his affairs
- Prepare for her future
Multiple trains on multiple tracks,
all arriving on time
- Result 1
A custom approach that gathered and analyzed personal and estate data.
- Result 2
Tasks prioritized and timeline developed.
- Result 3
Approach assisted with implementation.
Note: The above case study is hypothetical and does not involve an actual Approach Retirement client. No portion of the content should be construed by a client or prospective client as a guarantee of a certain result if Approach Retirement is engaged to provide investment advisory services. Each client's situation is unique and will affect the strategies that can be used for that client.