“Thank you so much, I am still going over and looking into info you sent, which was so helpful!”
In preparation for his upcoming retirement, Richard found himself overwhelmed with the transition and in need of help from Overalls.
His LifeConcierge was able to outline recommendations and considerations for maximizing Richard’s contributions in the time he had left at his company, while also figuring out how to continue his medical insurance coverage and budgeting resources during retirement. Full of resources, Richard's overwhelm is slowly turning to excitement. Go Richard!
Eliminated monetary concerns for the future