Nearing Retirement
Debbie
Case Study #2
Age:
59
Primary Goal:
Consolidate investment accounts, mitigate taxes, create a reliable retirement income stream.

Rubino & Liang Wealth Partners
With a realization of the variety of investment accounts – including 401ks from former employers, stock options, and multiple brokerage accounts – that accumulated over her years as a medical researcher, Debbie began thinking about retirement.
She has four adult children and three grandkids. Debbie lives modestly, owns her home, and looks forward to spending more time with family in retirement.
Debbie was pretty sure she had enough to retire, but also hoped she could leave a legacy for her kids (and grandchildren).
Was there a process that would give her the confidence she yearned for in her retirement plan, knowing she was equipped to meet her goals?
Debbie had more questions than answers:
She knew seeking professional financial help was the right choice to ease her mind and create a plan that truly worked for her family.
In collaboration with her tax professional, Debbie was able to:
With a plan in place, Debbie is able to bring back a sense of purpose and confidence to her remaining working years.
In the near future, she will be able to fully embrace retirement and her role as a grandparent.
Step #1 in our 365 Retirement Planning Process is a 15-minute phone consultation. Schedule your appointment by selecting a date & time below:
Note: The above case study is hypothetical and does not involve an actual Rubino & Liang Wealth Partners 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 Rubino & Liang Wealth Partners is engaged to provide investment advisory services.