Bill & Debra’s Story
As a family that has always made financial decisions together, Bill and Debra are looking for a trusted fiduciary advisor who will work with both of them to understand their different opinions and design a retirement portfolio that fits for both of them.
If you find something in common with Bill and Debra’s story, let’s talk. Tap the Get started button below to connect.
What Can Dinergy Do for Bill & Debra?
Planning
Bill & Debra are most concerned with the common question retirees have about their money—will it last? The early years of retirement are when many couples are still adjusting; trying to find the confidence that comes with the right balance between enjoying life today while they’re able and holding back to save for the future. We’ll work with Bill & Debra to develop a financial plan that helps them create shared goals for retirement, a clear understanding of their risk preference, and an investment portfolio that gives them the confidence they’re looking for.
Investing
Portfolio risk management is key for Bill & Debra because they’re no longer able to work more (or harder) to close any gaps in their plan that may occur from unexpected market fluctuations that go beyond their risk preferences. We’ll design a portfolio consistent with their risk preference and then continually manage it to keep the anticipated market risk inside their preference.
Insurance
“We believe many in this business outsource investment decisions to far away, inaccessible organizations unable (or unwilling) to provide personal perspective on their decisions. We wanted a firm that has the skills and talents to make investment decisions in-house, giving clients the opportunity to have direct conversations with the people who are making the daily decisions about their investment portfolios. No exceptions.”