Pre-Retiree Case Study

Pam, 66

Problem: To work with a group of professionals who can provide an easy to follow action plan for her finances, while also empowering her as she enters her golden years.

The Challenge:

Pam is recently divorced. In her marriage, she was not the financial decision maker, but had a good understanding of their assets and was well taken care of. Now that she finds herself as a divorcee, she needs help understanding what to do with her money and a plan to ensure she could retire.

Balam Wealth Management's Solution:

When Pam got in contact with Balam Wealth Management from a Google search, she not only wanted to understand her current situation, but wanted to find someone she could trust.

A comprehensive plan was put together to meet of her needs:

• An easy-to-understand review of her current financial situation
• Maximization of her Social Security and insurance benefits
• A plan to keep Pam confident in her ability to retire and utilize her assets to provide retirement income.

We also made a plan to get Pam’s family involved in her family finances, so she felt that someone was by her side helping her make decisions and keeping the rest of the family informed.

The Value:

Pam is grateful for Balam Wealth Management, as she now feels confident in her retirement plan. She knows that she can trust the team to act in her best interest to keep her on track for retirement, plus loves bringing her family into meetings.

Note: The above case studies are hypothetical and do not involve an actual Balam Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Balam Wealth Management is engaged to provide investment advisory services.