Consumer Wealth and Retirement - Journey - FIS

MaryEVP, MVP Technologies

About Mary
  • Age: 64
  • Status: Widow
  • Job: EVP, Client Services – MVP Technologies
  • Children: 2
  • Grandchildren: 3
  • Total Assets: $2.7M
  • Net Income: $300k

MaryEVP, MVP Technologies

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X About Mary
  • Age: 64
  • Status: Widow
  • Job: EVP, Client Services – MVP Technologies
  • Children: 2
  • Grandchildren: 3
  • Total Assets: $2.7M
  • Net Income: $300k

Mary is thrilled to finally be retiring. She’s already has a financial plan in place for her to live comfortably in her retirement, but she also wants to make sure that she has a plan in place to transfer her wealth to her children when the time comes.

Mary meets with her financial advisor to discuss how she wants to distribute her assets upon her death. Together, they review her accounts, investments, and estate plan.

Mary has two adult children that she’s very proud of. She wants to leave the majority of her assets to them, so she sets up trust funds for each.

Education has always been important to Mary and she doesn’t want her three grandchildren to have to worry about the burden of debt from college loans. She has her advisor set up 529 plans for them.

Mary’s husband, James, passed away from cancer a few years ago, so to honor his memory, she works with her advisor to set up a charitable trust in his name for the American Cancer Society.

       
       
       
   
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Financial Planning
FIS’ financial planning suite, WealthStation, provides wealth managers with tools to help them acquire, service and grow their customer relationships. Learn More >
Trust Accounting
FIS’ real-time, browser-based solution for asset management and trust accounting delivers large-volume, straight-through processing for front-to back-office operations. Learn More >
Financial Planning (Education Funding)/Retirement Recordkeeping Services
FIS’ financial planning tool supports different types of assets that may be used to fund education goals, including Section 529 plans, Roth/Traditional IRAs, 401(k)s and other investment assets. Learn More >
Trust Accounting/ Philanthropic Servicing
FIS’ Omni retirement plan administration solutions, recordkeepers can administer defined benefit and defined contribution, as well as other contributory schemes and plans. Learn More >
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