In this short video, HC Wealth Advisor Chase Campbell discusses how he and the team were able to help a client and his spouse see they were actually closer to retirement than they thought.

Sometimes people are closer than they think to their goals and can with some financial planning tweaks do things like move their retirement timelines up or enhance their ability to leave more to their heirs or charities. A wonderful surprise indeed!

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.