Life was once simple for Amy and Brad. They are a close family with strong core values and four children. Brad is a corporate executive who travels extensively and volunteers as a high school baseball coach. Amy manages the home and is active in arts.
While they keep their financial lives private, things were getting more complex with questions about college planning, the mortgage, investment management, Brad’s aging parents, and Amy’s family estate issues. They needed wealth management professionals that held similar values, would respect their privacy, and be accessible. And they wanted tools that could help them stay on top of their financial lives no matter where they were.
The Solution
Once the McGee Wealth Management team got to know Amy’s and Brad’s financial needs, they defined and quantified their goals to be debt free and created a plan to pay off their mortgage within the next five years. Each child’s education funding was planned using software that calculated the costs and opportunities. Their plan is kept up to date virtually through the family’s personal web access. McGee’s wealth management solution gives Brad and Amy all their financial data in this one place. Since data and reports are available 24/7, they can work with their McGee advisor in person and virtually.
Planning Highlights
The McGee team designed and implemented current and future financial plans that fit their needs for cash flow, retirement planning, college education funding strategies, wills and trusts concepts, and counsel for aging parents.
Brad and Amy are in control of their financial futures; everything is in one place coached by advisors who know them well and share their values.
