They were at the time in their lives when they wanted to be surrounded by family, especially grandkids.

Every once in a while, we encourage clients to spend. One such case involved a couple in their 70s who had been big savers all their lives. It might even be said that they had a fear of spending. They were at the time in their lives when they wanted to be surrounded by family, especially grandkids. Their son and daughter were busy building their own success stories. That left little time for family get-togethers.

The couple saw a beach vacation home as the answer. One big problem: that would require spending money. Fear set in. Would this be too lavish? Evermay convinced the family that it was okay to buy the house. More than that, we showed them how to leverage their current assets with a bridge loan helping them defer realizing capital gains, while also devising a strategy to pay down this debt over time.

Evermay helped the family see the greatest value of the home: bringing family together.

Months after buying the home, the couple was still second-guessing. But that first visit from the entire family, gathered in one place at one time, made it all worthwhile. For them, a richer life was about spending quality time with family.

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This testimonial is provided by a current client of the firm. Cash or non-cash compensation was not provided in exchange for the testimonial. The firm helped prepare the content of the testimonial based on interviews with the client.