Success Stories

The following hypothetical Success Stories are representative. All clients are fictional and the stories are used to illustrate the types of services Sailer Financial provides.

Am I Investing Appropriately?

The following hypothetical Success Story is representative. All clients are fictional and the story is used to illustrate the types of services Sailer Financial provides.

couple-meeting-with-financial-advisor

Many clients come to Sailer Financial seeking professional money management and a roadmap of their financial future.

Daniel and Elizabeth are successful entrepreneurs in engineering and real estate sales, respectively. In their late thirties, and with three young children, they struggle to find time to manage their finances. Both earn a high income and know they should start saving more aggressively. Many families with similar circumstances seek professional investment management and tax-effective strategies at Sailer Financial.

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Will I Have Enough Money?

The following hypothetical Success Story is representative. All clients are fictional and the story is used to illustrate the types of services Sailer Financial provides.

graduation-student-and-parents

Many of our clients first started with Sailer Financial a little later in life as they became concerned about funding retirement or their children’s education.

Bob and Mary might start with us in their late forties. At the time, they are maximizing the annual savings to Bob’s 401(k) and setting aside money in an online savings account for their children’s education. They have two girls, ages 16 and 14, who are quickly approaching college. Like many people seeking a financial planner, they are very concerned about rising college tuition costs, as well as rising health care costs for retirees. Bob and Mary had differing opinions in prioritizing their goals, and both are unsure they can simultaneously manage saving for retirement and paying for college.

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How Do I Make My Money Last?

The following hypothetical Success Story is representative. All clients are fictional and the story is used to illustrate the types of services Sailer Financial provides.

mother-and-two-daughters

A number of our client relationships began as clients grappled with the decision to retire, and wanted expert consultation and assistance.

Carrie was considering an 'earlier-than-planned' retirement. Due to downsizing at her company, employees were offered early-retirement severance packages. Carrie was working with a financial advisor, but had never worked with a comprehensive planner. She wanted to take the severance package, but she was very concerned that she would have to go back to work when her severance benefits ended.

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How Do I Leave My Legacy?

The following hypothetical Success Story is representative. All clients are fictional and the story is used to illustrate the types of services Sailer Financial provides.

large-family-with-grandparents-sitting-in-the-grass

Clients at Sailer Financial are often interested in protecting assets for their loved ones or favorite charities, and transferring wealth in the most tax-efficient manner.

Tom and Julie are hypothetical long time clients of Sailer Financial. They accumulated a comfortable nest egg during their careers. They want to be sure it’s protected for their heirs, should something happen to them prematurely.

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