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He Saved for 31 Years. His Financial Advisor Was Gone 6 Months Before He Retired.
Robert and Daniel met at a neighborhood barbecue in 2003. They shook hands over paper plates and talked for two hours. Robert signed the paperwork the following week. For twenty years Daniel managed everything. Robert never checked the statements carefully. Daniel always had an answer ready before Robert finished asking the question. Six months before retirement Robert called to confirm his balance. A woman answered. She said Daniel no longer worked there.
Did Daniel plan this from the beginning — or did he take a little more each year until there was nothing left?
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Stories inspired by real events. Names and details have been changed.
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