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Stories of Success

Married Couple

Planning for Retirement

Robb and Claire don’t have a specific date in mind for retirement. They both love their careers and can’t imagine the day when they choose to stop working. But they want to be sure they are ready when that day arrives.

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Making sense of retirement

Mark worked diligently for over 35 years before deciding it was time to move to a more relaxed schedule in retirement. He and his wife, Anne, want to be sure that their retirement plan provides for the life they desire in retirement without the worry of running out of money.

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Navigating an Unplanned Future

Katherine didn’t expect to find herself in this situation. Her husband, Adam, recently passed away unexpectedly. After such a heartbreaking loss, she feels alone facing the unknown future of life without her spouse. She is looking for help managing the known and unknown financial needs of the future. How will she maintain her home, support her children, provide for her current needs and look to the future needs of her family?

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*Please Note: These stories are based on real client stories, but your results will always be specific to your situation. Keep in mind that no two clients, situations, or experiences are exactly alike. This is why all of our client relationships start with getting to know each other to see if we are the best fit — because we want to get the best results for you! These case studies are not to be interpreted as an endorsement of Booth Financial by any of its past or current clients, nor any assurance that Booth Financial may be able to help any client achieve the same exact results.

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