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| Bringing Clarity to a Successful Couple |
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| Client |
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A successful couple in their 50s have $5 million in assets spread across 20 accounts with over five different institutions. | |
| Need |
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The couple lacks a clear understanding of their financial health. Due to the difficulty in monitoring over 20 accounts and their inability to view the aggregate performance, they were unable to make sound decisions regarding a range of long term financial planning which includes lifetime income planning and investing in a second residence for their retirement. |
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| Silver Bridge Solution |
The couple’s Client Advisor worked with them and their accountant to accurately
assess all of their financial goals. Silver Bridge analyzed the family’s cash flow
to help them better understand how close they were to meeting their retirement goals
and also evaluate their life and long-term care insurance options. Their Client
Advisor then consulted with the investment team to create a customized asset allocation
strategy that precisely aligned with the couple’s goals.
Then, in an effort to simplify the couple’s financial lives, Silver Bridge reduced
their personal accounts to a more manageable number and provided consolidated reporting
on a monthly basis.
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| Outcome |
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The couple, who benefited from newfound clarity over their financial situation, are working with Silver Bridge to help plan the next steps in their financial future, including revising their plans for their estate, developing a proactive approach to philanthropy, and engaging a life and long-term disability advisor.
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Advantages Offered by
Silver Bridge |
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Silver Bridge offered a contemporary approach to financial planning, combined with a legacy of success in bringing clarity to clients’ financial lives and enabling clients to unlock the next steps in their path to financial success and security.
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