Mike and Lori, weren’t sure if their current investments would give them enough to fund the dream retirement they were hoping for in 10-years.
He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions.
Leaving a legacy
Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.