Retirement is a big chapter in everyone’s life, and getting it right matters
That’s exactly what Ellen wanted when she came to us at MaysGroup. At 60, with retirement on the horizon, she had a simple wish: to keep enjoying life without worrying about money. Here’s a quick dive into how we helped Ellen secure her dream retirement. Scroll down for a more detailed video on how we helped Ellen.
Ellen’s Starting Point
Ellen had done well for herself, saving $300,000 for retirement, with a yearly income of $100,000. But, like many, she was worried. The thought of market downturns eating into her savings was real. More than anything, Ellen wanted to make sure she could still live her best life without the fear of running out of cash.
What Ellen Wanted
Ellen’s goal was clear: a steady income of $100,000 a year in retirement, mirroring her current lifestyle. She wanted this income guaranteed, without the rollercoaster ride of the stock market. She knew she could rely on her Social Security to be a reliable income source, but it was not nearly enough to maintain her lifestyle. She also knew her savings would run out within a few years if she used them to provide her annual income.
How MaysGroup Made It Happen
At MaysGroup, we rolled up our sleeves and crafted a plan tailored just for Ellen. We looked at her savings, her needs, and her dreams. Then, we put together a strategy that would ensure Ellen’s money not only lasted but also worked for her, giving her a guaranteed annual income that met her target.
Ellen’s Happy Ending
Thanks to the plan we developed, Ellen can now look forward to a retirement income that matches her wish of $100,000 a year. We navigated through the options, focusing on what mattered most to her: security, stability, and the ability to enjoy retirement on her terms.
Your Turn to Secure a Worry-Free Retirement
Ellen’s story is a testament to what careful planning with MaysGroup can achieve. It’s not just about saving; it’s about smart, personalized planning that aligns with your retirement dreams. If Ellen’s story resonates with you, we’re here to help craft your own success story.
Ready to start planning your dream retirement? Let’s chat.
Set up an introductory call with us to learn more and take the first step towards your worry-free retirement.
