Family Success Stories

After losing her husband to a long illness, a woman was referred to Servus Capital Management. Her goals were clear: retire comfortably, serve in her community, and live her golden years with peace of mind.

We began by focusing on her most immediate need—budget planning. Together, we created a system she could manage either on paper or on the computer, based on her comfort level. From there, we built out a retirement strategy and coordinated her estate planning with a trusted attorney.

Through monthly meetings and frequent calls, she has ongoing guidance and reassurance. Her financial health now supports her desire to serve others, giving her confidence and freedom as she steps into her next season of life.

A couple approaching retirement had important questions: Will we have enough? When can we retire? What risks should we take? Their main focus was creating a retirement plan that gave them clarity and peace of mind.

We designed a comprehensive retirement plan using Servus360. The plan addressed their assets, expenses, income, and preferences, while also running multiple scenarios to measure the probability of success.

With a clear, easy-to-understand roadmap, they now know where they stand and what steps to take. They chose quarterly reviews and regular check-ins to stay confident and informed. Their retirement is no longer a question mark—it’s a plan they trust.

Two friends who started a business together quickly realized that as their company grew, so did their families’ financial needs. Retirement planning and education savings became priorities, but they didn’t want to overextend themselves.

We designed a flexible plan that introduced retirement accounts and Education IRAs, funded monthly to build steady momentum without straining their budget.

Today, the entrepreneurs have confidence that their business success is matched with family financial security. With bi-annual reviews and Servus360, they keep their goals on track while staying focused on growing their business.

A young family with two children and a modest lifestyle wanted to be good stewards of their resources. They sought improved investment options, consistent reviews, and a thorough insurance review to ensure their family’s protection.

We developed a three-phase strategy:

1. Establish a consistent review process using Servus360.
2. Build a diversified investment portfolio based on their risk tolerance and goals.
3. Review and update their insurance policies for life, auto, and home coverage.

By pacing implementation and creating a review schedule, the family avoided overwhelm while making steady progress. They now have confidence in their investments, clarity in their insurance coverage, and a partner walking alongside them every step of the way.