Problem: A retiree and his wife engaged us to help them decide how to invest the various 401(k)s and IRA's they owned. They had been hearing so many bad things about equity investments that they got out of the market and allocated their entire retirement savings to a money market fund. They were referred to Stonegate, and called us to develop a cohesive investment and financial plan. Their greatest financial fear was outliving their money.
Our Solution: