The Joseph Group

Ken & Nancy Barton,
Wealth Advisory Clients
Transition to Retirement

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You work hard at it, but you need to be able to enjoy it. You have to stop to be able to enjoy it soon enough. Do it while you can.

Nancy Barton

Ken was a long-time business advisor but now that he’s retired, he has moved into a new business. His wife, Nancy, is also now retired and enjoying life after work. As Ken and Nancy have moved through the different chapters of their life, they have created lives of significance. They’re spending more time with family on “Sunday Funday”, relaxing at their property in Naples, Florida and giving back through Joans Foundation.

Their keys to creating a life of significance:

  • Don’t be afraid to make a change
  • Stop soon enough to be able to enjoy retirement
  • Do things while you can

What does your life of significance look like after success?

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* No portion of this Client Story should be construed as an endorsement of The Joseph Group’s services, or as a guarantee that he/she will experience a certain level of results or satisfaction if The Joseph Group is engaged, or continues to be engaged, to provide investment advisory services.