Who We Help

David and Sophia have been married for 28 years. They became clients at age 53 and were referred by Sophia’s parents, who are longtime clients. It was important to them that their children complete college without debt and that they leave an inheritance to their children, Presper Financial (PFA) took this into consideration in their initial plan and found they would still be able to retire by 65 and leave an inheritance even if they paid the full tuition.

Jill worked for her employer for 40 years and retired a few years ago. She was referred to Presper Financial (PFA) by an old co-worker when they were celebrating her retirement a few years before Jill. She started working with PFA when she was 62 and was glad to have their support as she navigated social security, pension, Cobra, Medicare, her 401k allocations, and many other decisions as she readied for retirement.