I Have $3M and I’m Worried About Retirement

Curtis and Rachel had built an impressive $3 million portfolio as they approached retirement, yet they felt uneasy. Their concerns weren’t about running out of money; they worried that their financial life wasn’t organized or optimized. In working with Curtis and Rachel, we identified several areas that needed attention.

1. Outdated Wills & Estate Plan
2. No Power of Attorney
3. Improper Beneficiaries
4. Disorganized Financial Records

Once these foundational issues were addressed, we focused on maximizing their retirement savings.

-Marc Sabourin, CFP®, CIM®

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If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track. 

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