This week, SHP founders, Derek Gregoire and Keith Ellis, are joined by Attorney Keith McManus, from McManus Estate Planning. They will discuss how important it is to have a team of problem solvers working on your behalf, when planning for retirement. Next, In Lieu of the market report update, Keith and Derek will share two real life stories of couples they have worked with. The first story is about a couple named Steve and Liz, who came in to the SHP office with about 4 weeks to go before their planned retirement date. They had been working with an advisor, who never helped develop an actual plan for them. They came in for a second opinion and Derek will share how he was able to help. The second story is about a couple named Charlie and Sue. They didn't think they had enough money to retire, but it turns out they weren't focusing on the right areas. Keith will share what he did for them and how he guided them to retirement sooner than they thought.
