3573 East Sunrise Drive
Harry has had a long and distinguished career. He was hoping to retire the year he turned 62 – a year from now. He greatly enjoyed his position, his colleagues, and the career, but both he and his wife Sally felt that it was time for new adventures. They wanted to explore if retirement and the new life they hoped for was financially feasible in the next year.
As part of their plan they had a comprehensive asset allocation and diversification plan for their overall investment portfolio, which they planned to implement and have managed by the DKGB Financial Team.
Their Financial Lives
Harry and Sally had been money-wise and their nest egg is.
Their Questions and Concerns
After completing a comprehensive retirement plan they needed help with their investments in the following area’s:
The DKGB Financial Team took Harry and Sally through comprehensive risk tolerance analytics. Determined that their risk tolerance was Moderate and came up with the following investment and cash management plan.
This example is hypothetical only, and does not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.