Through a Deeper Discovery, We’ll Learn What Makes You, Unique
Our entire team strives to be active listeners. Since this is a long term trust-based relationship, it’s important that we're a fit with each other. We want to learn more about you and what's important in life to you so we can develop a financial plan and set reasonable expectations based on what you have told us.
How Will I Know If I'm a Good Fit?
I value security and want a comfortable retirement
I'm a committed saver
I prefer to delegate to a financial professional
I choose to live within my means
I like to surround myself with good people
If This Sounds Like You,
Discover More About Who We’ve Helped
Disclaimer: The above scenarios are hypothetical and not representative of real Peabody Wealth Advisor clients.
Early Career
Aaron and Jacqueline are both 35 and recently married. As a couple, they have purchased a home and are quickly expanding their family. The two are both high income earners, but have student loan debt from their time in graduate school. With company 401(k) plans and limited knowledge of personal finances, they turned to Peabody Wealth Advisors for advice.
How Did We Help?
- Financial Overview & Education
- Advice on Debt Management
- College Savings Strategizing
- Life & Disability Insurance Planning
- Investing for Retirement
Professionals
Amanda is a 45-year-old who owns a law firm with 10 employees. A single individual with no children, she has recently paid off her debt from law school and is looking to plan for her future, as well as those of her employees. Her family has longevity, but also a history of dementia, so she is very concerned about who would care for her in a long-term care situation and how it would be funded.
How Did We Help?
- Business Retirement Plan Guidance
- Comprehensive Personal Financial Planning
- Funding Long-Term Care Costs
About to Retire
Mark and Colleen, 55 and 52, are executives at a biotech firm. Their two children are currently in college, and they are funding most of their education costs. Combined, they make over $500,000 per year and have stock options, restricted stock units (RSUs), deferred compensation plans that require annual planning and assessments.
They are looking to retire by the age of 60 and, with multiple 401(k) and IRA accounts with various custodians, they turned to Peabody Wealth Advisors for sound direction.
How Did We Help?
- Comprehensive Financial Planning
- Financial & Savings Goal Setting
- Funding Health Insurance
- Cohesive Investment Strategizing
- Risk Tolerance & Exposure
Retired
Tanya is a 65-year-old who is recently widowed. Her spouse was the primary income earner and they had always handled the personal finances until their unexpected death. Her spouse had planned very well between investing and having a large life insurance policy, but Tanya has minimal knowledge due to her delegating all these years. She now needs to do some comprehensive planning to ensure that she can maintain her lifestyle.
How Did We Help?
- Budgeting & Investing Advice
- Social Security & Medicare Planning
- Estate & Tax Planning
- Long-Term Care & Income Planning
- Legacy Preparation