Managing transitions

Challenge: Sales executive wants to retire at age 55

Gerry Alexander, a busy sales executive, first visited VPA when his wife was diagnosed with cancer. VPA quickly established an estate plan that saved taxes and promoted long-term security for the couple’s young daughter. When Gerry remarried, he didn't have the time or resources he felt he needed to plan for retirement at age 55.

With a new spouse, herself a busy corporate executive, Gerry also needed help with buying a house, paying for the education of his daughter and the additional children they were planning, purchasing the right life insurance, and minimizing the couple’s taxes.

Ten years later, Gerry feels our support – which includes help with investment research and portfolio diversification – has put him on the right path to his retirement goal. He also sees VPA as a “one-stop shop” for all his financial needs.