Debbie and Bob, Retirees

Bob is a 62-year old retiree, and his wife, Debbie, is 55. They maintain an active lifestyle, like to travel, and Bob even has a seven-handicap on the golf course. The most important thing in their life is family. They are focused on preserving wealth for the next generation and are looking for guidance to do so.

They want to ensure that their grown children and young grandchildren will be good stewards of their money and will use it in a positive and enriching way. Bob’s parents have a history of heart disease so he also wants to ensure that Debbie receives good financial guidance when he is gone.