alex nepp*

• Age: 68
• Married
• 3 Children
• Income: Retired

Alex and is wife, Judith, are empty nesters who are in the early stages of retirement. Alex was a doctor and Judith was a writer, so they have a substantial nest egg built up for the years ahead. Their home is paid off, their children are all grown and they now have three grandchildren.

But with the recent market downturn, Alex and Judith’s retirement funds have taken a hard hit, dwindling from $5 million to $3.4 million.  They want to use their savings to enjoy their retirement.  Alex would also like to donate money to their local art museum and establish trusts for his his grandkids.

Now, Alex and Judith just need to be careful in how they manage what’s left, because they still want to do the things they had planned. Alex just doesn’t want to spend his entire retirement figuring out how to do that. So they’re searching for an advisor that’s smart, disciplined and that understands time is of the essence

• Check Out Alex Nepp's Portfolio