Sandy & Woody - Retired
Our group met Sandy and Woody over 10 years ago. They wanted to figure out when they could retire. After a series of meetings, we were able to build out a customized financial plan. We reviewed their nest egg and showed them how they can draw income throughout retirement to supplement their social security earnings. We continue to adapt and make little tweaks as their lives and budgets change. Both enjoy traveling and visiting numerous National Parks throughout the country.