Evaluating Financial Opportunities

March 17, 2016

Planner: Michael via 1 on 1 Consultation

Problem: Her husband was offered an opportunity to purchase additional pension dollars with his 401k funds.  They were looking to know if it made sense.

Suggested Action Steps: We ran projections at a few retirement ages with and without the pension purchase.

Results: At the end of the meeting, they clearly understood the facts, the risks & rewards of each choice and were able to make the best decision for their family.  In the end, they decided that the certainty of the pension fit perfectly with their goals.

Testimonial: “I’ve never consulted a financial planner before – I assumed they were only for people who make more money than my husband and I do.  I was pleasantly surprised after contacting the Financial Finesse helpline to discover that there is help for every facet of financial planning.  There are no questions or judgements about where we are financially – just thoughtful advice on how to make better financial choices for the near term and the future.” – Financial Helpline Caller