Like a concierge at a five-star hotel helps guests with a variety of needs, Lisa Mauser helps clients of May-Investments with various nonfinancial issues they encounter as they move into retirement.
Such assistance can range from helping clients locate and organize important papers to working with them on the nonfinancial aspects of their legacy.
Mauser, the retirement concierge at May-Investments, says an important aspect of nonfinancial planning is to create an inventory of important documents and collect them in one place. She can help clients collect their car titles, mortgage documents, health-care directives, lists of account numbers, and other such documents and put them in one accessible location.
Such a collection of documents can be helpful in a variety of situations, Mauser says. After such documents are collected, they should be reviewed regularly to ensure that they are up-to-date.
Mauser also can help clients collect and organize nontangibles, such as personal stories and photographs that will be important parts of the client’s legacy.
“Most people have done estate planning, but they don’t think about the little stuff or those personal stories,” Mauser says. Some of the most valuable parts of a person’s legacy can be the lifetime of stories, photographs, and mementos they leave behind.
The services of a retirement concierge are unique for a financial planning and investment firm, and they are part of what makes May-Investments a one-stop shop for retirement services.
“Doug (May) envisions more of a team concept – really being able to offer services that are customized to the clients’ needs. That’s something larger organizations aren’t able to do because they’re not as in touch with their clients’ needs,” Mauser says.
To a certain extent, the services that Mauser offers as retirement concierge will depend on what clients ask for. May-Investments aims to help its clients thrive financially and personally in their retirement, and Mauser is here to help clients with a wide variety of nonfinancial needs.
“If there is something clients think I can help them with, they can call and ask,” Mauser says. She can be reached at 970-263-5126 or by email at http://www.blogger.com/lisa@gjstocks.com.
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