Case Stories

You’ve heard of Case Studies, let us introduce you to Case STORIES

A case study is often a factual overview of the details of a transaction. A case story highlights the story behind the relationship. What was important? How did the client need us to support them? Where were they headed and what did they need?

At Retirement Solutions, we take care of the details with expertise so our clients don’t need to. We tell case stories to help you understand the impact we have on our clients’ lives and the ways we can add value.

Enjoy.

Case Story – Business Owners Ready For Exit

Jack and Kate want to exit their business, but does retirement provide enough for their goals?

Retirement image indicating a couple planning to exit their business

Case Story – Corporate Executives

Career growth, education expenses and executive benefit plans create a complex picture for this family.

Attractive couple cuddling at the beach.

Case Story – Loss of a Loved One

The unexpected loss of a loved one is made all the more difficult by confusion and fear of the unknown.

Smiling mature woman looking outside window. Thoughtful old woman looking away through window. Senior beautiful woman sitting at home with pensive expression.

CONTACT

Retirement Solutions Inc.
Office: 760-603-0700
Fax: 760-603-0710

Email: chelberg@2rsi.com

HEADQUARTERS

5857 Owens Avenue
Suite 110
Carlsbad, CA 92008

Series 7, 24. 51, 63, 65

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance services are offered through Scott Chelberg as a licensed agent independent of SagePoint Financial. California Department of Insurance License #0694123.

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