Primary goals:
Leave the workforce, pay for children’s weddings, enjoy life
For Warren and Susan, financial planning was deeply personal. After watching Warren’s father lose his entire 25-year pension to poor financial advice, they spent decades self-managing their investments.
Despite their success—putting four children through college, including two through doctoral programs—they knew they needed professional guidance as retirement approached.
The Challenge
Ten years before their planned retirement, Warren and Susan had accumulated significant assets through their careers in education administration and consulting. Still, they had questions:
- When could they realistically retire?
- Were they being too conservative with their investments?
- Was it worth trusting someone else with their retirement savings?
The WYZE Approach
A trusted colleague referred them to WYZE. The relationship began with careful listening and a focus on understanding their unique situation.
WYZE helped them:
- Identify goals they hadn’t even recognized as financial planning targets
- Create a comprehensive, data-driven retirement strategy custom to them
- Accurately calculate their travel and “splurge” budget without lifestyle harm
Results
Working with WYZE helped Warren and Susan retire three years earlier than initially planned.
“We were always on the conservative side. But [WYZE] helped us realize we actually can do more with life — that it’s okay to buy that boat or a bigger beach house if we want to.
“And they make you feel like you’re the only customer,” Warren says. “They do that really well.”
Today, Warren and Susan enjoy an active retirement, spending time with their six grandchildren across the states.
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.
