The Reyes-Rivers Family: Planning with Purpose

By TRG Advisors on September 11, 2026

Planning for the future often means considering more than retirement. It means thinking about the people who depend on you, how your assets will be protected, and the legacy you hope to leave behind.

Paul Reyes and Jordan Rivers were beginning to have those conversations. As they approached their mid-50s, the couple was balancing their retirement goals with the responsibility of caring for Paul’s mother, who was experiencing the early stages of dementia. They also wanted to make sure their estate plan reflected their wishes and find a meaningful way to continue supporting the causes closest to them.

Together, we developed a comprehensive financial plan that brought these priorities into focus. Their plan addressed retirement, estate and beneficiary planning, potential long-term care needs, support for Paul’s mother, and charitable giving. Each decision was considered as part of a larger picture, helping Paul and Jordan prepare for their life together while creating a legacy that could benefit their community for years to come.

Their story is a reminder that financial planning is not only for preparing for a distant future. It is also about caring for the people who matter today and making thoughtful decisions that reflect the life you have built together.

If Paul and Jordan’s story feels familiar, or if you are beginning to think about retirement, caregiving, estate planning, or your own charitable legacy, we invite you to connect with our team.

Email us at hello@trg-advisors.com to request our planning checklist or schedule a conversation about your priorities.


The Rand Group is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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