CASE STUDIES
Margaret's
Retirement Planning Journey
Margaret is a trailblazer in the biomedical industry, with an impressive career spanning testing labs, committees, medical device development, and industry conference leadership. As a successful career woman, she has always preferred to delegate her finances to a professional so she can focus on her work. But when her previous financial planner retired, she needed to find someone new.
Goal
It was essential that Margaret maximize her assets and ensure her money was invested in the right places to prepare for her retirement. Margaret was looking for a financial advisor with the same personal touch as her previous advisor who was smart, attentive, trustworthy, as well as an expert in her industry.
Challenge
Margaret’s new financial advisor had some big shoes to fill. Her previous advisor had been deeply familiar with her life and finances, so replacing that relationship would be difficult.
Approach
After interviewing several different firms, Margaret decided to work with Perspective 6 Group. She’d been impressed by their extensive knowledge of the unique financial options she had as a professional in the MedTech industry. The team asked insightful questions and demonstrated a caring and humble attitude toward her. With Perspective 6’s help, Margaret put her money on the right track and started preparing for her upcoming retirement.
Result
Margaret’s retirement journey has been smooth and stress-free thanks to her trusted financial advisor at Perspective 6 Group. Margaret is now able to focus on her passions while her finances are well-managed by a team who value and understand her goals. Perspective 6 Group is always available to offer specialized support, connect her with professional referrals, and answer any questions she may have.
For illustrative purposes only, not indicative of any specific investment product.
