Jane’s commercial property management firm, Property Pros, is thriving, but she plans to retire in the next 10 years. Her son, Brian, will eventually take over the family business.
Jane loves the digital advice app offered by her local community bank. At her age and assets, it is all she needs to manage her personal asset allocation and investment portfolios anytime she wants.
Jane decides she needs more personalized advice on how best to invest to meet her specific goals. Her digital advice app connects her with an in-person advisor to discuss tailored strategies.
To retain her great staff, Jane works with her advisor to set up a 401(k) for them. She knows they will appreciate being able to access their accounts anytime and calculate their retirement readiness.
Jane is confident about her financial plan, but wants to make sure she stays on track. She regularly monitors her entire portfolio, with direct access to her trusted primary banking provider.