Secure Retirement Through Wealth Management and Financial Planning
Helping You Achieve Your Dreams
David Yates is transitioning to retirement at age
60.
He dreams of buying a yacht and spending his days
sailing around the Florida Keys and the Caribbean with his wife,
Barbara. As the owner of a successful company, David's total compensation
is in excess of $1 million annually and he has a current net worth
of over $25 million in assets.
Ideally, David would like to have $750,000 a year
to spend in retirement. His retirement pension benefit will pay
him $100,000 per year with no cost-of-living adjustments. The
family owns a $2.5 million home in San Francisco and a $1.5 million
home in Key West, Florida.
David and Barbara have two children in college at
Stanford and they would like to start a $2.5 million scholarship
fund there. In addition, Barbara lost her sister to breast cancer
three years ago and wants to leave at least $3 million to the
Komen Foundation for breast cancer research.
The Yates family wants to protect their assets by
avoiding needless investment risk and unnecessary lifestyle compromises.
They want to feel confident that they can achieve their personal
goals and live their dream.
Everyone has different dreams. You may want to achieve
financial freedom so you never have to work again – even
if you plan to work for the rest of your life. Perhaps you want
to provide a first-rate college education for your grandchildren.
Or provide seed capital to give a child or grandchild a great
start in life, whether it's for a home or a business.
Maybe you dream about a vacation home at the beach
or in the mountains. Or you've achieved tremendous success during
your life and believe it's important to leave a legacy. Maybe
you want to help your favorite charity.
Whatever your dreams are, they are
important to you.
Which makes them critically important
to Pillar Wealth Management, LLC.
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