Allan & Anne's Story

Allan & Anne

Allan & Anne were in their late 40s when they started to think seriously about retirement planning. Several years ago they inherited family money from several out of state relatives. Their portfolio soon became a mish mash of widely dispersed assets: Separate bank accounts and credit cards, an IRA over here, several 401 K plans from previous jobs over there, a couple of mortgages. They knew they needed to consolidate everything but weren’t sure where to start. Finding a trustworthy, independent financial planner not affiliated with a particular brand of financial products and services was also important to them. They had met with a few candidates but nothing clicked until they were referred to Sigman Financial Fitness®.


Sigman Financial Fitness® Role

Allan & Anne are typical of many couples who get caught up in the business of life and never seem to make the time to devote to financial planning. After several meetings, we were able to hammer out a plan in a very short amount of time. For them, it was really about making retirement planning a priority. Since working with Sigman Financial Fitness®, Allan & Anne have consolidated their finances and understand how all of the pieces fit together. Estate planning is next on their list of completing the full circle of the retirement planning process.