After successful careers, Don and Sara were enjoying an active retirement lifestyle
of visiting family, volunteering, and traveling the globe. However, they began to realize that their investments portfolio was not generating returns that would last their lifetimes and enable them to leave a legacy for their grandchildren. In addition, they were confused by the multiple annuity purchases they had made with other ﬁnancial advisors
. They knew they needed guidance moving forward.
Don and Sara came to Mills Wealth Advisors looking for an open-minded, innovative partner willing to truly understand their objectives. Throughout the process of evaluating Don’s and Sarah’s portfolio, returns, and goals, the MWA team discovered that they could make changes to the accounts to get the couple back on track toward meeting their goals.
The MWA team began working on rebalancing Don’s and Sara’s portfolio, adjusting distributions they were currently taking from their retirement
account and explaining how some annuities would not provide the beneﬁts they had expected. The team developed a revised plan and restructured existing accounts as necessary, enabling Don and Sara to generate their desired lifetime income stream and provide a legacy for their grandchildren.