Primary goals:
Randy is a high-ranking executive at one of the world’s largest IT companies. He and his wife Jen felt they were moving in the right direction to retire in good time. However, they had some reservations.
The Challenge
Though financially astute, Randy and Jen needed more than the light-touch advisory service they were receiving from a large bank. They wanted:
- Validation of their retirement timeline with hard numbers
- Fact-based confidence in their financial decisions
- A partnership that would treat them as individuals, not just numbers on a spreadsheet
- Expert guidance for major lifestyle decisions in retirement
“I couldn’t answer the questions that I really wanted to answer with any degree of confidence,” Randy explains. “We felt we were directionally correct, but we had no way of validating that.”
The WYZE Approach
When Randy and Jen started working with WYZE, they appreciated:
- A boutique firm experience with institutional-level expertise
- Proprietary analytical methodology for investment decisions
- Personalized attention and responsive communication
- Fact-based decision support for lifestyle choices
“I didn’t feel like a big company had as much interest in me as an individual as a small boutique firm,” Randy notes. “We wanted to be important to our advisor, not just somebody on a spreadsheet somewhere.”
Results
Eight years into their partnership with WYZE, Randy and Jen have achieved:
- Successful early retirement
- Clear understanding of their financial abilities
- Peace of mind through market changes
- Regular fact-based decision support
The relationship has evolved into a trusted partnership where Randy and Jen regularly consult WYZE about major purchases and lifestyle decisions. “We use them a lot to reality-check financial decisions so that they don’t disrupt our plan and our future,” Randy says. “They help instill confidence. They help you make fact-based decisions that have a positive impact on your life’s dreams, and the ability to retire with the quality of life you want.”
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.
