Tom and Peg struggled to grasp their complex financial situation, consisting of several bank, brokerage and retirement accounts, real estate holdings in multiple states, and complex company retirement, deferred compensation and stock option plans. Busy with career, family and other commitments, they had no one to help them understand the big picture or provide ongoing counsel about how to make good financial decisions.
PartnersInWealth consolidated Tom and Peg’s many accounts, eliminated redundant holdings, and simplified their financial situation. Through the PartnersInWealth website, they now have 24/7 access to an up-to-date summary of their financial picture to give them peace of mind.
PartnersInWealth became a single point of contact to coordinate the work of all of Tom and Peg’s advisors, saving everyone involved a great deal of time. Their advisors now have ready access to pertinent financial details as well as a client representative who “speaks their language”.
PartnersInWealth also improves investment performance by teaching clients the proper ways to invest.
Several times during the year, PartnersInWealth meets with Tom and Peg and their other advisors, sometimes bringing all together, to create forward-looking plans that take advantage of opportunities and avoid pitfalls.
PartnersInWealth’s strategic, 360-degree approach allows Tom and Peg to make better-informed decisions. They now understand their entire financial situation and, for once, feel like they are controlling their finances instead of the other way around. They are confident that they are paying no more than their fair share of income taxes, and are delighted with their low risk, high return investment portfolio. Overall, they report feeling “so much more relaxed” about their financial situation.
Client Since: 2003