Case Study
Retired to travel Europe without worry
After 40 years in sales, Sean knew it was time to step away. He’d always managed his own investments aggressively. But now, he needed a clear, rock-solid plan to replace his paycheck after quitting his career. However, finding someone trustworthy to manage his life savings felt like a massive leap of faith…
Canceled Meetings with Other Advisors
Sean had planned to interview several financial advisors. But after meeting the Davis Private Wealth team, he canceled the rest. What impressed him:
Josh explained everything clearly with detailed numbers
He offered personalized strategies with solid reasoning
He could show (not just tell) their unique situation in black and white
Sean’s wife was initially hesitant, and Josh respected her concern. He took a gradual approach, running all investment decisions by them for the first two years. They now feel completely comfortable leaving it in his hands.
The Freedom to Truly Enjoy Retirement
Now, instead of lying awake worrying about whether they’d run out of money, Sean and his wife are:
Driving cross-country in their RV (21 states and 17 national parks so far)
Taking month-long trips through Europe and the Caribbean
Doing home renovations without touching their investments
Hypothetical scenario disclosure: All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. The information provided is not based on actual current or past clients. All situations are unique, and results will differ depending on individual situation.
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