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Case Studies

Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. - Kofi Annan

Is it possible for me to retire?

Is it possible for me to retire?
Is it possible for me to retire?

Intel was going through a restructuring, which forced some employees to re-evaluate their current financial situation. One of the employees reached out to me to discuss her financial

She had gone through a Chapter 13 Bankruptcy, and had previous issues that placed her in a less than ideal situation with her finances. She anticipated the idea of going back to work and continuing her contributions to her retirement. Given she had never talked with a financial professional, she had a certain level of anxiety about discussing her personal finances. She didn’t know what to expect.

By carefully reviewing her bankruptcy terms, taxes, retirement savings, social security benefits, defined benefits plan, liabilities, budget, and insurance needs, we were able to create a comprehensive plan that would help structure a sustainable living in retirement.

To her surprise, she no longer has to work. More importantly, the degree in which she understood her financial situation allowed her to feel confident and at ease with where she was at in life.

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598