Bruce was a corporate executive that had his division shut down, walking away with a severance package and no clear next step.
Bruce was a corporate executive in his mid-40s, married with four young children. His employer had shut down the division he ran, and he walked away with a severance package, a 401k to roll over, and no clear next step.
He needed a partner who could help him make smart decisions with the assets he had while his career was still in flux.
And he wanted someone who would stay in it with him as things changed, not hand him a plan and disappear.
His financial picture was anything but simple. He tried consulting for a year. Then he re-entered his industry in a new role. Income changed. Compensation structure became more complicated requiring real strategy. College expenses for four kids were coming. And every few years, the plan needed to evolve as his life and career did.
He also had large-balance accounts at multiple institutions in various company plans. He needed someone who could see the full picture and coordinate across all of them, not just the portion they were managing directly.
GPW built a detailed financial model projecting his income, expenses, and investments out to age 95, paying acute attention to his compensation plan restrictions.
Conservative assumptions. Every account included, even the ones held elsewhere. As his career grew and his family's needs shifted, they updated his model and adjusted strategy.
After 17 years with the same team, he retired at 63. Not because he had to, but because the model showed he could if he felt like it. The numbers confirmed what he and his wife had built together:
Note: Details have been adjusted to protect client privacy. This case study is provided for illustrative purposes only and reflects a single client experience, which may not be representative of other clients’ experiences. Results are not indicative of future performance and are not guaranteed. Outcomes depend on various factors, including individual circumstances, financial decisions, and market conditions.
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