Primary goals:
Detailed planning for life stages, hard numbers on retirement timeline, reduce taxes
The Challenge
Wayne had spent 20+ years as a senior executive in corporate logistics. His impeccable attention to detail and thoroughness had made him successful in his career. He applied the same values to his plans for retiring.
However, his previous financial advisors’ consistent oversights frustrated him. He needed a financial partner who could match his standards for strategic detail. Through a friend’s recommendation, he discovered WYZE.
The WYZE Approach
During the initial consultation, WYZE’s detailed inquiry immediately set them apart. Rather than generic retirement planning, they:
- Conducted an extensive lifestyle analysis, exploring specific retirement phases
- Mapped out major future expenses, from vehicle replacements to healthcare costs
- Created detailed milestone tracking for life events and financial decisions
- Established daily portfolio monitoring with regular strategy adjustments
Results
After three years with WYZE, Wayne has:
- Transitioned from corporate life to retirement at 62
- Successfully managed a significant 401(k) rollover while maintaining growth
- Leveraged periods of lower income for strategic reallocation, minimizing tax burden
- Reduced monthly healthcare premiums by 54%
Regular strategy reviews and proactive adjustments ensure Wayne’s retirement plan stays on track.
“I sleep really well at night knowing they’ve proven their competence through ongoing check-ins, extreme attention to detail, and constant monitoring of my account,” Wayne shares. “They are very competent retirement and financial planners and true subject matter experts.”
Wayne is thoroughly enjoying his retirement, and spends his free time mountain biking, skiing and fly fishing.
Hypothetical scenario disclosure: All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. The information provided is not based on actual current or past clients. All situations are unique, and results will differ depending on individual situation.
